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

Cetera 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
2024 Q1	$235K	Sell	10,273 -46,810	-82%	-$1.07M	﹤0.01%	2114
2023 Q4	$1.32M	Sell	57,083 -197	-0.3%	-$4.47K	0.02%	665
2023 Q3	$1.3M	Sell	57,280 -9,411	-14%	-$214K	0.02%	623
2023 Q2	$1.52M	Buy	66,691 +135	+0.2%	+$3.1K	0.02%	561
2023 Q1	$1.53M	Buy	66,556 +2,884	+5%	+$66K	0.03%	540
2022 Q4	$1.45M	Buy	63,672 +551	+0.9%	+$12.5K	0.03%	536
2022 Q3	$1.43M	Sell	63,121 -303	-0.5%	-$7.02K	0.04%	443
2022 Q2	$1.48M	Buy	63,424 +11,863	+23%	+$278K	0.03%	464
2022 Q1	$1.23M	Sell	51,561 -853	-2%	-$20.7K	0.02%	551
2021 Q4	$1.3M	Buy	52,414 +857	+2%	+$21.3K	0.03%	510
2021 Q3	$1.29M	Buy	51,557 +5,906	+13%	+$149K	0.03%	526
2021 Q2	$1.15M	Sell	45,651 -601	-1%	-$15.2K	0.03%	500
2021 Q1	$1.17M	Sell	46,252 -491	-1%	-$12.5K	0.03%	430
2020 Q4	$1.19M	Buy	46,743 +5,794	+14%	+$148K	0.04%	376
2020 Q3	$1.05M	Sell	40,949 -535	-1%	-$13.7K	0.04%	371
2020 Q2	$1.06M	Sell	41,484 -219	-0.5%	-$5.54K	0.05%	350
2020 Q1	$1.04M	Buy	41,703 +4,383	+12%	+$109K	0.06%	312
2019 Q4	$931K	Sell	37,320 -931	-2%	-$23.3K	0.04%	387
2019 Q3	$956K	Buy	38,251 +3,515	+10%	+$87.8K	0.04%	370
2019 Q2	$867K	Buy	34,736 +3,557	+11%	+$87.8K	0.04%	404
2019 Q1	$765K	Buy	31,179 +2,026	+7%	+$49.5K	0.04%	384
2018 Q4	$710K	Sell	29,153 -293	-1%	-$7.09K	0.04%	383
2018 Q3	$717K	Buy	29,446 +7,708	+35%	+$188K	0.04%	441
2018 Q2	$530K	Buy	+21,738	New	+$530K	0.03%	492

Other funds holding NUSA

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cetera Advisors's NUSA Position: Q1 2024 in Review

Cetera Advisors reduced its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 82% in Q1 2024, selling an estimated $1.07M and leaving 10,273 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Cetera Advisors first reported a position in NUSA in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.53M in Q1 2023. 20 funds tracked by Wall St. Rank hold NUSA as of Q1 2024.

Cetera Advisors held 10,273 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $235K as of Q1 2024.
Cetera Advisors sold 46,810 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q1 2024, an estimated $1.07M.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2114 holding.
Cetera Advisors first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2018 and has held it in 24 quarters since.
Cetera Advisors's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $1.53M in Q1 2023.
20 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.