Aveo Capital Partners’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Aveo Capital Partners’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 Q4	–	Sell	-25,269	Closed	-$514K	–	338
2022 Q3	$514K	Sell	25,269 -173,273	-87%	-$3.71M	0.09%	165
2022 Q2	$4.28M	Sell	198,542 -13,692	-6%	-$299K	0.7%	33
2022 Q1	$4.87M	Buy	212,234 +3,563	+2%	+$84.1K	0.86%	26
2021 Q4	$5.14M	Sell	208,671 -1,368	-0.7%	-$33.8K	0.92%	24
2021 Q3	$5.21M	Buy	210,039 +197,976	+1,641%	+$4.96M	1.09%	17
2021 Q2	$301K	Sell	12,063 -159,742	-93%	-$3.96M	0.07%	213
2021 Q1	$4.24M	Buy	+171,805	New	+$4.32M	1.07%	21
2020 Q4	–	Sell	-17,669	Closed	-$454K	–	139
2020 Q3	$454K	Buy	+17,669	New	+$456K	0.16%	119
2020 Q2	–	Sell	-113,474	Closed	-$2.83M	–	121
2020 Q1	$2.83M	Buy	+113,474	New	+$2.82M	1.37%	16
2019 Q4	–	Sell	-119,675	Closed	-$2.96M	–	195
2019 Q3	$2.96M	Buy	+119,675	New	+$2.95M	1.22%	25

Other funds holding NUAG

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

AWA

Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Aveo Capital Partners's NUAG Position: Q4 2022 in Review

Aveo Capital Partners sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2022, closing a stake of 25,269 shares — an estimated $514K sold.

Aveo Capital Partners first reported a position in NUAG in Q3 2019 and held it in 10 quarters. The position peaked at $5.21M in Q3 2021. 30 funds tracked by Wall St. Rank hold NUAG as of Q4 2022.

Aveo Capital Partners reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Aveo Capital Partners sold 25,269 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2022, an estimated $514K.
Aveo Capital Partners first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q3 2019 and held it in 10 quarters.
Aveo Capital Partners's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $5.21M in Q3 2021.
30 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2022.

Based on Aveo Capital Partners's 13F filing for Q4 2022, filed 3 Feb 2023.