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Advantage Investment Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Advantage Investment Management’s Portfolio NUBD Stock Details NUBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$26K Hold
998
– – 0.02% 466
2019
Q2 		$25K Hold
998
– – 0.02% 482
2019
Q1 		$25K Hold
998
– – 0.02% 480
2018
Q4 		$24K Buy
+998
New +$23.9K 0.02% 482

Other funds holding NUBD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Advantage Investment Management's NUBD Position: Q3 2019 in Review

Advantage Investment Management held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q3 2019 at 998 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #466.

Advantage Investment Management first reported a position in NUBD in Q4 2018 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold NUBD as of Q3 2019.

  • Advantage Investment Management held 998 shares of Nuveen ESG US Aggregate Bond ETF worth $26K as of Q3 2019.
  • Advantage Investment Management left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q3 2019.
  • Nuveen ESG US Aggregate Bond ETF made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #466 holding.
  • Advantage Investment Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.