Berger Financial Group’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Berger Financial Group’s Portfolio NUHY Stock Details NUHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,049	Closed	-$207K	–	290
2023 Q2	$207K	Sell	10,049 -234	-2%	-$4.79K	0.02%	277
2023 Q1	$213K	Buy	10,283 +201	+2%	+$4.14K	0.03%	256
2022 Q4	$204K	Buy	+10,082	New	+$205K	0.03%	249
2022 Q3	–	Sell	-13,678	Closed	-$279K	–	251
2022 Q2	$279K	Buy	13,678 +49	+0.4%	+$1.06K	0.04%	193
2022 Q1	$315K	Sell	13,629 -1,990	-13%	-$46.7K	0.04%	203
2021 Q4	$381K	Buy	15,619 +246	+2%	+$6K	0.05%	181
2021 Q3	$380K	Buy	15,373 +1,000	+7%	+$24.7K	0.07%	137
2021 Q2	$357K	Sell	14,373 -33	-0.2%	-$817	0.06%	142
2021 Q1	$356K	Buy	14,406 +3,891	+37%	+$96.7K	0.08%	137
2020 Q4	$263K	Buy	+10,515	New	+$261K	0.05%	171

Other funds holding NUHY

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Berger Financial Group's NUHY Position: Q3 2023 in Review

Berger Financial Group sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q3 2023, closing a stake of 10,049 shares — an estimated $207K sold.

Berger Financial Group first reported a position in NUHY in Q4 2020 and held it in 10 quarters. The position peaked at $381K in Q4 2021. 48 funds tracked by Wall St. Rank hold NUHY as of Q3 2023.

Berger Financial Group reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Berger Financial Group sold 10,049 Nuveen ESG High Yield Corporate Bond ETF shares in Q3 2023, an estimated $207K.
Berger Financial Group first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Berger Financial Group's Nuveen ESG High Yield Corporate Bond ETF position peaked at $381K in Q4 2021.
48 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q3 2023.

Based on Berger Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.