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Atria Investments’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Atria Investments’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
2020
Q2 		– Sell
-8,739
Closed -$218K – 692
2020
Q1 		$218K Buy
+8,739
New +$217K 0.02% 512

Other funds holding NUAG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atria Investments's NUAG Position: Q2 2020 in Review

Atria Investments sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q2 2020, closing a stake of 8,739 shares — an estimated $218K sold.

Atria Investments first reported a position in NUAG in Q1 2020 and held it in 1 quarter. The position peaked at $218K in Q1 2020. 29 funds tracked by Wall St. Rank hold NUAG as of Q2 2020.

  • Atria Investments reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 8,739 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2020, an estimated $218K.
  • Atria Investments first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Atria Investments's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $218K in Q1 2020.
  • 29 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.