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Advisor Group’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Advisor Group’s Portfolio NUSA Stock Details NUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$195K Sell
7,816
-15,753
-67% -$394K ﹤0.01% 2408
2019
Q3 		$590K Sell
23,569
-11,363
-33% -$284K ﹤0.01% 1494
2019
Q2 		$871K Buy
34,932
+2,422
+7% +$59.8K 0.01% 1216
2019
Q1 		$802K Buy
+32,510
New +$795K 0.01% 1243

Other funds holding NUSA

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's NUSA Position: Q4 2019 in Review

Advisor Group reduced its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 67% in Q4 2019, selling an estimated $394K and leaving 7,816 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Advisor Group first reported a position in NUSA in Q1 2019 and has held it in 4 quarters since. The position peaked at $871K in Q2 2019. 12 funds tracked by Wall St. Rank hold NUSA as of Q4 2019.

  • Advisor Group held 7,816 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $195K as of Q4 2019.
  • Advisor Group sold 15,753 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q4 2019, an estimated $394K.
  • Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2408 holding.
  • Advisor Group first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q1 2019 and has held it in 4 quarters since.
  • Advisor Group's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $871K in Q2 2019.
  • 12 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.