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Congress Wealth Management’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Congress Wealth Management’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
2022
Q2 		– Sell
-9,435
Closed -$218K – 596
2022
Q1 		$218K Buy
+9,435
New +$221K ﹤0.01% 564

Other funds holding NUHY

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Congress Wealth Management's NUHY Position: Q2 2022 in Review

Congress Wealth Management sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q2 2022, closing a stake of 9,435 shares — an estimated $218K sold.

Congress Wealth Management first reported a position in NUHY in Q1 2022 and held it in 1 quarter. The position peaked at $218K in Q1 2022. 41 funds tracked by Wall St. Rank hold NUHY as of Q2 2022.

  • Congress Wealth Management reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 9,435 Nuveen ESG High Yield Corporate Bond ETF shares in Q2 2022, an estimated $218K.
  • Congress Wealth Management first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Congress Wealth Management's Nuveen ESG High Yield Corporate Bond ETF position peaked at $218K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.