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

Apollon 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
2026 Q2	$643K	Sell	30,564 -2,964	-9%	-$62.2K	0.08%	178
2026 Q1	$705K	Sell	33,528 -801	-2%	-$17K	0.1%	155
2025 Q4	$727K	Sell	34,329 -6,269	-15%	-$133K	0.11%	147
2025 Q3	$865K	Sell	40,598 -1,565	-4%	-$33K	0.14%	117
2025 Q2	$886K	Sell	42,163 -4,479	-10%	-$92.9K	0.19%	109
2025 Q1	$978K	Sell	46,642 -3,139	-6%	-$65.2K	0.23%	94
2024 Q4	$1.03M	Buy	49,781 +4,119	+9%	+$86.6K	0.25%	82
2024 Q3	$985K	Sell	45,662 -3,368	-7%	-$71.5K	0.29%	70
2024 Q2	$1.01M	Buy	49,030 +519	+1%	+$10.7K	0.33%	59
2024 Q1	$1.01M	Buy	+48,511	New	+$1.01M	0.35%	58

Other funds holding NUAG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $6.36B AUM 28.76% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Apollon Financial's NUAG Position: Q2 2026 in Review

Apollon Financial reduced its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) stake by 8.8% in Q2 2026, selling an estimated $62.2K and leaving 30,564 shares worth $643K. The position accounts for 0.08% of the portfolio, ranked #178.

Apollon Financial first reported a position in NUAG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2024. 20 funds tracked by Wall St. Rank hold NUAG as of Q2 2026.

Apollon Financial held 30,564 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $643K as of Q2 2026.
Apollon Financial sold 2,964 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2026, an estimated $62.2K.
Nuveen Enhanced Yield US Aggregate Bond ETF made up 0.08% of Apollon Financial's portfolio in Q2 2026, its #178 holding.
Apollon Financial first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Apollon Financial's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $1.03M in Q4 2024.
20 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.