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Syntegra Private Wealth Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Syntegra Private Wealth Group’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
2025
Q1 		– Sell
-4,271
Closed -$202K – 169
2024
Q4 		$202K Buy
+4,271
New +$204K 0.02% 154

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Syntegra Private Wealth Group's NUMG Position: Q1 2025 in Review

Syntegra Private Wealth Group sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2025, closing a stake of 4,271 shares — an estimated $202K sold.

Syntegra Private Wealth Group first reported a position in NUMG in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 136 funds tracked by Wall St. Rank hold NUMG as of Q1 2025.

  • Syntegra Private Wealth Group reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 4,271 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2025, an estimated $202K.
  • Syntegra Private Wealth Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Syntegra Private Wealth Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $202K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2025.

Based on Syntegra Private Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.