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Summit Wealth Group (Colorado)’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,190
Closed -$724K – 499
2025
Q3 		$724K Buy
+21,190
New +$795K 0.08% 211

Other funds holding NUMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Wealth Group (Colorado)'s NUMV Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2025, closing a stake of 21,190 shares — an estimated $724K sold.

Summit Wealth Group (Colorado) first reported a position in NUMV in Q3 2025 and held it in 1 quarter. The position peaked at $724K in Q3 2025. 127 funds tracked by Wall St. Rank hold NUMV as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 21,190 Nuveen ESG Mid-Cap Value ETF shares in Q4 2025, an estimated $724K.
  • Summit Wealth Group (Colorado) first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Nuveen ESG Mid-Cap Value ETF position peaked at $724K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.