CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

CAPTRUST Financial Advisors’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
2021
Q2 		– Sell
-1,956
Closed -$50K – 4611
2021
Q1 		$50K Buy
+1,956
New +$49.7K ﹤0.01% 2430

Other funds holding NUSA

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B 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
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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SG
Stonnington Group Pasadena, California $384M AUM 3.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors's NUSA Position: Q2 2021 in Review

CAPTRUST Financial Advisors sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q2 2021, closing a stake of 1,956 shares — an estimated $50K sold.

CAPTRUST Financial Advisors first reported a position in NUSA in Q1 2021 and held it in 1 quarter. The position peaked at $50K in Q1 2021. 16 funds tracked by Wall St. Rank hold NUSA as of Q2 2021.

  • CAPTRUST Financial Advisors reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,956 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2021, an estimated $50K.
  • CAPTRUST Financial Advisors first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $50K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.