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CarsonAllaria Wealth Management’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

CarsonAllaria Wealth Management’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
2022
Q1 		– Sell
-35
Closed -$1K – 349
2021
Q4 		$1K Buy
+35
New +$865 ﹤0.01% 351

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Envestnet Asset Management
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BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
ACP
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QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

CarsonAllaria Wealth Management's NUAG Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q1 2022, closing a stake of 35 shares — an estimated $1K sold.

CarsonAllaria Wealth Management first reported a position in NUAG in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 42 funds tracked by Wall St. Rank hold NUAG as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 35 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q1 2022, an estimated $1K.
  • CarsonAllaria Wealth Management first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $1K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.