Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q3 		– Sell
-196
Closed -$4K – 5043
2024
Q2 		$4K Buy
+196
New +$4.04K ﹤0.01% 3982
2023
Q3 		– Sell
-1,589
Closed -$33K – 4429
2023
Q2 		$33K Sell
1,589
-1,231
-44% -$25.6K ﹤0.01% 2294
2023
Q1 		$59K Sell
2,820
-2,400
-46% -$50.1K ﹤0.01% 1776
2022
Q4 		$107K Buy
5,220
+11
+0.2% +$224 ﹤0.01% 1351
2022
Q3 		$106K Buy
+5,209
New +$112K ﹤0.01% 1306

Other funds holding NUAG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NUAG Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q3 2024, closing a stake of 196 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in NUAG in Q3 2022 and held it in 5 quarters. The position peaked at $107K in Q4 2022. 27 funds tracked by Wall St. Rank hold NUAG as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 196 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2024, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q3 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $107K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.