Wealth Enhancement Advisory Services
NUMV icon

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
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

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