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

AE 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
2025
Q1 		– Sell
-696
Closed -$14.4K – 2242
2024
Q4 		$14.4K Buy
+696
New +$14.6K ﹤0.01% 1790
2022
Q3 		– Sell
-16,371
Closed -$352K – 1833
2022
Q2 		$352K Buy
+16,371
New +$358K ﹤0.01% 1370

Other funds holding NUAG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's NUAG Position: Q1 2025 in Review

AE Wealth Management sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q1 2025, closing a stake of 696 shares — an estimated $14.4K sold.

AE Wealth Management first reported a position in NUAG in Q2 2022 and held it in 2 quarters. The position peaked at $352K in Q2 2022. 21 funds tracked by Wall St. Rank hold NUAG as of Q1 2025.

  • AE Wealth Management reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 696 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q1 2025, an estimated $14.4K.
  • AE Wealth Management first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q2 2022 and held it in 2 quarters.
  • AE Wealth Management's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $352K in Q2 2022.
  • 21 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.