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Belpointe Asset Management’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-511
Closed -$10.7K – 2393
2023
Q1 		$10.7K Hold
511
– – ﹤0.01% 2678
2022
Q4 		$10.5K Buy
+511
New +$10.4K ﹤0.01% 2594

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Belpointe Asset Management's NUAG Position: Q2 2023 in Review

Belpointe Asset Management sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q2 2023, closing a stake of 511 shares — an estimated $10.7K sold.

Belpointe Asset Management first reported a position in NUAG in Q4 2022 and held it in 2 quarters. The position peaked at $10.7K in Q1 2023. 26 funds tracked by Wall St. Rank hold NUAG as of Q2 2023.

  • Belpointe Asset Management reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 511 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2023, an estimated $10.7K.
  • Belpointe Asset Management first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $10.7K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.