Alta Wealth Advisors’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Alta Wealth Advisors’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 Q4	–	Sell	-26,755	Closed	-$533K	–	131
2023 Q3	$533K	Sell	26,755 -240	-0.9%	-$4.89K	0.33%	82
2023 Q2	$559K	Sell	26,995 -3,830	-12%	-$79.8K	0.33%	82
2023 Q1	$648K	Sell	30,825 -418	-1%	-$8.72K	0.41%	75
2022 Q4	$639K	Sell	31,243 -7,763	-20%	-$158K	0.43%	77
2022 Q3	$793K	Hold	39,006	–	–	0.57%	48
2022 Q2	$840K	Sell	39,006 -10,459	-21%	-$229K	0.58%	47
2022 Q1	$1.14M	Buy	49,465 +144	+0.3%	+$3.4K	0.67%	41
2021 Q4	$1.21M	Buy	49,321 +5,656	+13%	+$140K	0.75%	38
2021 Q3	$1.08M	Buy	43,665 +2,104	+5%	+$52.7K	0.79%	36
2021 Q2	$1.04M	Buy	41,561 +3,975	+11%	+$98.6K	0.76%	42
2021 Q1	$929K	Sell	37,586 -4,260	-10%	-$107K	0.78%	44
2020 Q4	$1.08M	Buy	+41,846	New	+$1.07M	0.9%	30

Other funds holding NUAG

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

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

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

PFS

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MFS

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

Alta Wealth Advisors's NUAG Position: Q4 2023 in Review

Alta Wealth Advisors sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2023, closing a stake of 26,755 shares — an estimated $533K sold.

Alta Wealth Advisors first reported a position in NUAG in Q4 2020 and held it in 12 quarters. The position peaked at $1.21M in Q4 2021. 21 funds tracked by Wall St. Rank hold NUAG as of Q4 2023.

Alta Wealth Advisors reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Alta Wealth Advisors sold 26,755 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2023, an estimated $533K.
Alta Wealth Advisors first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2020 and held it in 12 quarters.
Alta Wealth Advisors's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $1.21M in Q4 2021.
21 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2023.

Based on Alta Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.