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

Atria Wealth Solutions’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
2022
Q3 		– Sell
-19,972
Closed -$430K – 1825
2022
Q2 		$430K Buy
+19,972
New +$437K 0.01% 1048

Other funds holding NUAG

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return

Atria Wealth Solutions's NUAG Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q3 2022, closing a stake of 19,972 shares — an estimated $430K sold.

Atria Wealth Solutions first reported a position in NUAG in Q2 2022 and held it in 1 quarter. The position peaked at $430K in Q2 2022. 35 funds tracked by Wall St. Rank hold NUAG as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,972 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2022, an estimated $430K.
  • Atria Wealth Solutions first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $430K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.