Wealth Enhancement Advisory Services
NUMG icon

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
Q3 		$338K Sell
7,180
-1,522
-17% -$71.3K ﹤0.01% 3233
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's NUMG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 17% in Q3 2026, selling an estimated $71.3K and leaving 7,180 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

Wealth Enhancement Advisory Services first reported a position in NUMG in Q3 2023 and has held it in 13 quarters since. The position peaked at $862K in Q2 2025. 9 funds tracked by Wall St. Rank hold NUMG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,180 shares of Nuveen ESG Mid-Cap Growth ETF worth $338K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,522 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2026, an estimated $71.3K.
  • Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3233 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Nuveen ESG Mid-Cap Growth ETF position peaked at $862K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.