Wealthcare Advisory Partners’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Wealthcare Advisory Partners’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	$242K	Hold	5,723	–	–	﹤0.01%	986
2026 Q2	$249K	Sell	5,723 -137	-2%	-$5.72K	﹤0.01%	947
2026 Q1	$227K	Hold	5,860	–	–	﹤0.01%	973
2025 Q4	$229K	Hold	5,860	–	–	﹤0.01%	972
2025 Q3	$227K	Hold	5,860	–	–	﹤0.01%	935
2025 Q2	$211K	Hold	5,860	–	–	﹤0.01%	920
2025 Q1	$200K	Sell	5,860 -30	-0.5%	-$1.05K	0.01%	869
2024 Q4	$205K	Sell	5,890 -221	-4%	-$8.1K	0.01%	855
2024 Q3	$225K	Hold	6,111	–	–	0.01%	797
2024 Q2	$202K	Sell	6,111 -90	-1%	-$2.98K	0.01%	788
2024 Q1	$212K	Buy	+6,201	New	+$197K	0.01%	760

Other funds holding NUMV

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 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

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

rebel Financial Groveport, Ohio $245M AUM 6.88% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Wealthcare Advisory Partners's NUMV Position: Q3 2026 in Review

Wealthcare Advisory Partners held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q3 2026 at 5,723 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Wealthcare Advisory Partners first reported a position in NUMV in Q1 2024 and has held it in 11 quarters since. The position peaked at $249K in Q2 2026. 47 funds tracked by Wall St. Rank hold NUMV as of Q3 2026.

Wealthcare Advisory Partners held 5,723 shares of Nuveen ESG Mid-Cap Value ETF worth $242K as of Q3 2026.
Wealthcare Advisory Partners left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q3 2026.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #986 holding.
Wealthcare Advisory Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
Wealthcare Advisory Partners's Nuveen ESG Mid-Cap Value ETF position peaked at $249K in Q2 2026.
47 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.