Cantor Fitzgerald’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Cantor Fitzgerald’s Portfolio NUBD Stock Details NUBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-51,009	Closed	-$1.08M	–	450
2023 Q3	$1.08M	Sell	51,009 -14,247	-22%	-$308K	0.03%	265
2023 Q2	$1.43M	Buy	65,256 +204	+0.3%	+$4.52K	0.03%	281
2023 Q1	$1.45M	Buy	65,052 +49,050	+307%	+$1.09M	0.03%	333
2022 Q4	$348K	Sell	16,002 -45	-0.3%	-$978	0.01%	505
2022 Q3	$347K	Buy	16,047 +558	+4%	+$12.7K	0.01%	547
2022 Q2	$354K	Buy	+15,489	New	+$358K	0.01%	587

Other funds holding NUBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

Cantor Fitzgerald's NUBD Position: Q4 2023 in Review

Cantor Fitzgerald sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2023, closing a stake of 51,009 shares — an estimated $1.08M sold.

Cantor Fitzgerald first reported a position in NUBD in Q2 2022 and held it in 6 quarters. The position peaked at $1.45M in Q1 2023. 94 funds tracked by Wall St. Rank hold NUBD as of Q4 2023.

Cantor Fitzgerald reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Cantor Fitzgerald sold 51,009 Nuveen ESG US Aggregate Bond ETF shares in Q4 2023, an estimated $1.08M.
Cantor Fitzgerald first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2022 and held it in 6 quarters.
Cantor Fitzgerald's Nuveen ESG US Aggregate Bond ETF position peaked at $1.45M in Q1 2023.
94 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.