Beaumont Capital Management’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Beaumont Capital 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	-233,373	Closed	-$4.75M	–	50
2022 Q3	$4.75M	Sell	233,373 -11,734	-5%	-$251K	4.71%	5
2022 Q2	$5.28M	Sell	245,107 -22,464	-8%	-$491K	4.35%	5
2022 Q1	$6.14M	Sell	267,571 -2,236	-0.8%	-$52.8K	3.96%	12
2021 Q4	$6.64M	Buy	269,807 +12,423	+5%	+$307K	3.84%	14
2021 Q3	$6.39M	Buy	257,384 +110,051	+75%	+$2.76M	5.47%	11
2021 Q2	$3.67M	Sell	147,333 -5,708	-4%	-$142K	3.62%	14
2021 Q1	$3.78M	Buy	153,041 +22,667	+17%	+$570K	3.76%	14
2020 Q4	$3.35M	Buy	+130,374	New	+$3.34M	3.35%	13

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

Beaumont Capital Management's NUAG Position: Q4 2022 in Review

Beaumont Capital Management sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2022, closing a stake of 233,373 shares — an estimated $4.75M sold.

Beaumont Capital Management first reported a position in NUAG in Q4 2020 and held it in 8 quarters. The position peaked at $6.64M in Q4 2021. 30 funds tracked by Wall St. Rank hold NUAG as of Q4 2022.

Beaumont Capital Management reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Beaumont Capital Management sold 233,373 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2022, an estimated $4.75M.
Beaumont Capital Management first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2020 and held it in 8 quarters.
Beaumont Capital Management's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $6.64M in Q4 2021.
30 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2022.

Based on Beaumont Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.