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Wedbush Securities’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Wedbush Securities’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
2022
Q1 		– Sell
-43,978
Closed -$2.16M – 1178
2021
Q4 		$2.16M Sell
43,978
-471
-1% -$26K 0.09% 175
2021
Q3 		$2.42M Buy
44,449
+373
+0.8% +$20.9K 0.11% 148
2021
Q2 		$2.41M Sell
44,076
-2,420
-5% -$126K 0.11% 149
2021
Q1 		$2.33M Buy
46,496
+8,168
+21% +$410K 0.13% 132
2020
Q4 		$1.9M Buy
38,328
+9,424
+33% +$441K 0.17% 129
2020
Q3 		$1.22M Buy
28,904
+20,656
+250% +$864K 0.12% 188
2020
Q2 		$321K Buy
+8,248
New +$291K 0.03% 583

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedbush Securities's NUMG Position: Q1 2022 in Review

Wedbush Securities sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2022, closing a stake of 43,978 shares — an estimated $2.16M sold.

Wedbush Securities first reported a position in NUMG in Q2 2020 and held it in 7 quarters. The position peaked at $2.42M in Q3 2021. 116 funds tracked by Wall St. Rank hold NUMG as of Q1 2022.

  • Wedbush Securities reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Wedbush Securities sold 43,978 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2022, an estimated $2.16M.
  • Wedbush Securities first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2020 and held it in 7 quarters.
  • Wedbush Securities's Nuveen ESG Mid-Cap Growth ETF position peaked at $2.42M in Q3 2021.
  • 116 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2022.

Based on Wedbush Securities's 13F filing for Q1 2022, filed 19 Apr 2022.