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

Thoroughbred 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
2025
Q1 		– Sell
-4,704
Closed -$222K – 714
2024
Q4 		$222K Buy
4,704
+1
+0% +$48 0.01% 630
2024
Q3 		$210K Sell
4,703
-112
-2% -$4.75K 0.01% 618
2024
Q2 		$201K Buy
+4,815
New +$204K 0.01% 609

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thoroughbred Financial Services's NUMG Position: Q1 2025 in Review

Thoroughbred Financial Services sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2025, closing a stake of 4,704 shares — an estimated $222K sold.

Thoroughbred Financial Services first reported a position in NUMG in Q2 2024 and held it in 3 quarters. The position peaked at $222K in Q4 2024. 136 funds tracked by Wall St. Rank hold NUMG as of Q1 2025.

  • Thoroughbred Financial Services reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 4,704 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2025, an estimated $222K.
  • Thoroughbred Financial Services first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2024 and held it in 3 quarters.
  • Thoroughbred Financial Services's Nuveen ESG Mid-Cap Growth ETF position peaked at $222K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2025.

Based on Thoroughbred Financial Services's 13F filing for Q1 2025, filed 9 May 2025.