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Allworth Financial’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Allworth Financial’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
Q3 		– Sell
-216
Closed -$4.48K – 3508
2023
Q2 		$4.48K Hold
216
– – ﹤0.01% 2154
2023
Q1 		$4.54K Hold
216
– – ﹤0.01% 2075
2022
Q4 		$4.42K Sell
216
-938
-81% -$19.1K ﹤0.01% 1944
2022
Q3 		$23K Buy
+1,154
New +$24.7K ﹤0.01% 1240

Other funds holding NUAG

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Allworth Financial's NUAG Position: Q3 2023 in Review

Allworth Financial sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q3 2023, closing a stake of 216 shares — an estimated $4.48K sold.

Allworth Financial first reported a position in NUAG in Q3 2022 and held it in 4 quarters. The position peaked at $23K in Q3 2022. 20 funds tracked by Wall St. Rank hold NUAG as of Q3 2023.

  • Allworth Financial reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Allworth Financial sold 216 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2023, an estimated $4.48K.
  • Allworth Financial first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q3 2022 and held it in 4 quarters.
  • Allworth Financial's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $23K in Q3 2022.
  • 20 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.