Accel Wealth Management’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Accel Wealth Management’s Portfolio NUAG Stock Details NUAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,776	Closed	-$37.3K	–	629
2023 Q1	$37.3K	Hold	1,776	–	–	0.02%	548
2022 Q4	$36.3K	Hold	1,776	–	–	0.02%	417
2022 Q3	$36K	Hold	1,776	–	–	0.02%	437
2022 Q2	$38K	Hold	1,776	–	–	0.02%	403
2022 Q1	$41K	Sell	1,776 -755	-30%	-$17.8K	0.02%	408
2021 Q4	$62K	Hold	2,531	–	–	0.03%	341
2021 Q3	$63K	Hold	2,531	–	–	0.04%	290
2021 Q2	$63K	Sell	2,531 -397	-14%	-$9.85K	0.04%	300
2021 Q1	$72K	Hold	2,928	–	–	0.06%	262
2020 Q4	$75K	Buy	+2,928	New	+$75K	0.07%	238

Other funds holding NUAG

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

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

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

AWA

Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return

Accel Wealth Management's NUAG Position: Q2 2023 in Review

Accel Wealth Management sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q2 2023, closing a stake of 1,776 shares — an estimated $37.3K sold.

Accel Wealth Management first reported a position in NUAG in Q4 2020 and held it in 10 quarters. The position peaked at $75K in Q4 2020. 26 funds tracked by Wall St. Rank hold NUAG as of Q2 2023.

Accel Wealth Management reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,776 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2023, an estimated $37.3K.
Accel Wealth Management first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $75K in Q4 2020.
26 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.