Wealthcare Advisory Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-4,348	Closed	-$208K	–	1118
2025 Q4	$208K	Hold	4,348	–	–	﹤0.01%	1003
2025 Q3	$212K	Hold	4,348	–	–	﹤0.01%	962
2025 Q2	$211K	Buy	+4,348	New	+$195K	﹤0.01%	921
2025 Q1	–	Sell	-4,521	Closed	-$214K	–	936
2024 Q4	$214K	Sell	4,521 -65	-1%	-$3.1K	0.01%	838
2024 Q3	$206K	Buy	+4,586	New	+$194K	0.01%	830
2024 Q2	–	Sell	-4,670	Closed	-$208K	–	854
2024 Q1	$208K	Sell	4,670 -86	-2%	-$3.69K	0.01%	765
2023 Q4	$201K	Buy	+4,756	New	+$181K	0.01%	718

Other funds holding NUMG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthcare Advisory Partners's NUMG Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2026, closing a stake of 4,348 shares — an estimated $208K sold.

Wealthcare Advisory Partners first reported a position in NUMG in Q4 2023 and held it in 7 quarters. The position peaked at $214K in Q4 2024. 134 funds tracked by Wall St. Rank hold NUMG as of Q1 2026.

Wealthcare Advisory Partners reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,348 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2026, an estimated $208K.
Wealthcare Advisory Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2023 and held it in 7 quarters.
Wealthcare Advisory Partners's Nuveen ESG Mid-Cap Growth ETF position peaked at $214K in Q4 2024.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.