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Sunrise Financial Services’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Sunrise Financial Services’s Portfolio NUMG Stock Details NUMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4K Hold
306
– – 0.01% 208
2026
Q1 		$12.6K Sell
306
-2,971
-91% -$132K 0.01% 214
2025
Q4 		$156K Buy
+3,277
New +$157K 0.12% 59

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunrise Financial Services's NUMG Position: Q2 2026 in Review

Sunrise Financial Services held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q2 2026 at 306 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #208.

Sunrise Financial Services first reported a position in NUMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $156K in Q4 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Sunrise Financial Services held 306 shares of Nuveen ESG Mid-Cap Growth ETF worth $14.4K as of Q2 2026.
  • Sunrise Financial Services left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #208 holding.
  • Sunrise Financial Services first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Nuveen ESG Mid-Cap Growth ETF position peaked at $156K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.