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Clearstead Advisors’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Clearstead Advisors’s Portfolio NUHY Stock Details NUHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,000
Closed -$301K – 1612
2023
Q3 		$301K Buy
15,000
+7,500
+100% +$153K 0.01% 485
2023
Q2 		$154K Buy
+7,500
New +$154K 0.01% 476

Other funds holding NUHY

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearstead Advisors's NUHY Position: Q4 2023 in Review

Clearstead Advisors sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q4 2023, closing a stake of 15,000 shares — an estimated $301K sold.

Clearstead Advisors first reported a position in NUHY in Q2 2023 and held it in 2 quarters. The position peaked at $301K in Q3 2023. 49 funds tracked by Wall St. Rank hold NUHY as of Q4 2023.

  • Clearstead Advisors reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Clearstead Advisors sold 15,000 Nuveen ESG High Yield Corporate Bond ETF shares in Q4 2023, an estimated $301K.
  • Clearstead Advisors first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Clearstead Advisors's Nuveen ESG High Yield Corporate Bond ETF position peaked at $301K in Q3 2023.
  • 49 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.