VAG
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VisionPoint Advisory Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

VisionPoint Advisory 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
2024
Q3 		– Sell
-241
Closed -$10.1K – 597
2024
Q2 		$10.1K Buy
241
+10
+4% +$424 ﹤0.01% 496
2024
Q1 		$10.3K Buy
231
+2
+0.9% +$86 ﹤0.01% 466
2023
Q4 		$9.69K Buy
+229
New +$8.7K ﹤0.01% 424
2023
Q3 		– Sell
-236
Closed -$9.21K – 787
2023
Q2 		$9.21K Buy
+236
New +$8.76K ﹤0.01% 407

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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VisionPoint Advisory Group's NUMG Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2024, closing a stake of 241 shares — an estimated $10.1K sold.

VisionPoint Advisory Group first reported a position in NUMG in Q2 2023 and held it in 4 quarters. The position peaked at $10.3K in Q1 2024. 123 funds tracked by Wall St. Rank hold NUMG as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 241 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2024, an estimated $10.1K.
  • VisionPoint Advisory Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $10.3K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.