NUMG — NUVEEN ESG MID CAP GROWTH ETF

Ownership history in High Note Wealth, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which High Note Wealth, LLC reported a position in NUVEEN ESG MID CAP GROWTH ETF (NUMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.02% (2020 Q4)
Avg. % of fund
1.6%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,297 -310 -1.9% 0.15% $778K $47.74
2025 Q3 REDUCED 16,607 -168 -1.0% 0.16% $808K $48.67
2025 Q2 REDUCED 16,775 -447 -2.6% 0.19% $813K $48.44
2025 Q1 REDUCED 17,222 -1,364 -7.3% 0.18% $739K $42.91
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NUMG price (monthly, adj. close)

Other funds also holding NUMG

As of 2025 Q4 — sorted by position size

Cook Wealth, LLC 3Y 0.29% Fingerlakes Wealth Management, Inc. 3Y 0.27% McClarren Financial Advisors, Inc. 3Y 0.21% SK Wealth Management, LLC 0.17% Neumann Capital Management, LLC 3Y 7Y 0.16% Revolve Wealth Partners, LLC 3Y 0.15% Evergreen Private Wealth LLC 0.13% Ameritas Advisory Services, LLC 3Y 0.13% IAG Wealth Partners, LLC 3Y 0.1% Olde Wealth Management, LLC 3Y 0.09%
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