Wealth Enhancement Advisory Services’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Wealth Enhancement Advisory 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	$409K	Buy	8,702 +938	+12%	+$42.1K	﹤0.01%	2879
2026 Q1	$323K	Sell	7,764 -8,431	-52%	-$375K	﹤0.01%	2696
2025 Q4	$800K	Sell	16,195 -126	-0.8%	-$6.04K	﹤0.01%	2108
2025 Q3	$797K	Sell	16,321 -1,250	-7%	-$60.6K	﹤0.01%	2012
2025 Q2	$862K	Buy	17,571 +11,249	+178%	+$505K	﹤0.01%	1842
2025 Q1	$271K	Sell	6,322 -1,816	-22%	-$84.8K	﹤0.01%	2526
2024 Q4	$386K	Buy	8,138 +1,410	+21%	+$67.3K	﹤0.01%	2182
2024 Q3	$302K	Sell	6,728 -983	-13%	-$41.7K	﹤0.01%	2178
2024 Q2	$322K	Sell	7,711 -309	-4%	-$13.1K	﹤0.01%	1933
2024 Q1	$357K	Buy	8,020 +1,263	+19%	+$54.1K	﹤0.01%	1805
2023 Q4	$286K	Sell	6,757 -2,309	-25%	-$87.8K	﹤0.01%	1852
2023 Q3	$332K	Buy	+9,066	New	+$351K	﹤0.01%	1680

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's NUMG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 12% in Q2 2026, buying an estimated $42.1K and bringing the position to 8,702 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

Wealth Enhancement Advisory Services first reported a position in NUMG in Q3 2023 and has held it in 12 quarters since. The position peaked at $862K in Q2 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

Wealth Enhancement Advisory Services held 8,702 shares of Nuveen ESG Mid-Cap Growth ETF worth $409K as of Q2 2026.
Wealth Enhancement Advisory Services bought 938 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $42.1K.
Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2879 holding.
Wealth Enhancement Advisory Services first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Nuveen ESG Mid-Cap Growth ETF position peaked at $862K in Q2 2025.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.