Cambridge Investment Research Advisors

Cambridge Investment Research Advisors’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Cambridge Investment Research Advisors’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
2021 Q1	–	Sell	-23,033	Closed	-$592K	–	2959
2020 Q4	$592K	Sell	23,033 -7,623	-25%	-$195K	﹤0.01%	1664
2020 Q3	$787K	Sell	30,656 -31,931	-51%	-$825K	0.01%	1324
2020 Q2	$1.6M	Buy	+62,587	New	+$1.59M	0.01%	870
2020 Q1	–	Sell	-15,463	Closed	-$381K	–	2416
2019 Q4	$381K	Buy	15,463 +5,681	+58%	+$141K	﹤0.01%	1762
2019 Q3	$243K	Buy	+9,782	New	+$241K	﹤0.01%	1979

Other funds holding NUAG

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

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