Belpointe Asset Management’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Belpointe Asset Management’s Portfolio NUSA Stock Details NUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,393	Closed	-$124K	–	2395
2023 Q1	$124K	Sell	5,393 -5,295	-50%	-$121K	0.01%	1186
2022 Q4	$243K	Sell	10,688 -16,787	-61%	-$380K	0.01%	805
2022 Q3	$621K	Sell	27,475 -13,814	-33%	-$320K	0.04%	430
2022 Q2	$961K	Buy	41,289 +2,991	+8%	+$70K	0.06%	305
2022 Q1	$911K	Buy	+38,298	New	+$928K	0.06%	367

Other funds holding NUSA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Belpointe Asset Management sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q2 2023, closing a stake of 5,393 shares — an estimated $124K sold.

Belpointe Asset Management first reported a position in NUSA in Q1 2022 and held it in 5 quarters. The position peaked at $961K in Q2 2022. 17 funds tracked by Wall St. Rank hold NUSA as of Q2 2023.

Belpointe Asset Management reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 5,393 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2023, an estimated $124K.
Belpointe Asset Management first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q1 2022 and held it in 5 quarters.
Belpointe Asset Management's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $961K in Q2 2022.
17 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2023.

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