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

Arkadios 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
2021
Q3 		– Sell
-134
Closed -$3K – 1993
2021
Q2 		$3K Sell
134
-131
-49% -$3.25K ﹤0.01% 1824
2021
Q1 		$6K Buy
+265
New +$6.67K ﹤0.01% 1324

Other funds holding NUAG

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arkadios Wealth Advisors's NUAG Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q3 2021, closing a stake of 134 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in NUAG in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 33 funds tracked by Wall St. Rank hold NUAG as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 134 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $6K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.