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Axxcess Wealth Management’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Axxcess Wealth Management’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
-22,898
Closed -$466K – 652
2022
Q3 		$466K Buy
22,898
+144
+0.6% +$3.08K 0.04% 330
2022
Q2 		$490K Buy
+22,754
New +$497K 0.05% 307

Other funds holding NUAG

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
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

Axxcess Wealth Management's NUAG Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2022, closing a stake of 22,898 shares — an estimated $466K sold.

Axxcess Wealth Management first reported a position in NUAG in Q2 2022 and held it in 2 quarters. The position peaked at $490K in Q2 2022. 30 funds tracked by Wall St. Rank hold NUAG as of Q4 2022.

  • Axxcess Wealth Management reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 22,898 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2022, an estimated $466K.
  • Axxcess Wealth Management first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $490K in Q2 2022.
  • 30 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.