Wealth Enhancement Advisory Services’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NUMV Stock Details NUMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$403K	Sell	9,261 -1,645	-15%	-$73K	﹤0.01%	3042
2026 Q2	$482K	Buy	10,906 +5,241	+93%	+$219K	﹤0.01%	2720
2026 Q1	$222K	Sell	5,665 -2,467	-30%	-$99K	﹤0.01%	3058
2025 Q4	$328K	Buy	8,132 +847	+12%	+$32.9K	﹤0.01%	2844
2025 Q3	$282K	Sell	7,285 -197	-3%	-$7.39K	﹤0.01%	2855
2025 Q2	$275K	Sell	7,482 -262	-3%	-$8.96K	﹤0.01%	2715
2025 Q1	$265K	Sell	7,744 -696	-8%	-$24.4K	﹤0.01%	2541
2024 Q4	$294K	Buy	8,440 +734	+10%	+$26.9K	﹤0.01%	2399
2024 Q3	$284K	Sell	7,706 -69	-0.9%	-$2.4K	﹤0.01%	2217
2024 Q2	$257K	Buy	+7,775	New	+$258K	﹤0.01%	2096

Other funds holding NUMV

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 15% in Q3 2026, selling an estimated $73K and leaving 9,261 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

Wealth Enhancement Advisory Services first reported a position in NUMV in Q2 2024 and has held it in 10 quarters since. The position peaked at $482K in Q2 2026. 65 funds tracked by Wall St. Rank hold NUMV as of Q3 2026.

Wealth Enhancement Advisory Services held 9,261 shares of Nuveen ESG Mid-Cap Value ETF worth $403K as of Q3 2026.
Wealth Enhancement Advisory Services sold 1,645 Nuveen ESG Mid-Cap Value ETF shares in Q3 2026, an estimated $73K.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3042 holding.
Wealth Enhancement Advisory Services first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Nuveen ESG Mid-Cap Value ETF position peaked at $482K in Q2 2026.
65 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2026.

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