Continuum Advisory’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Continuum Advisory’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 Q3	–	Sell	-21,124	Closed	-$455K	–	424
2022 Q2	$455K	Sell	21,124 -7,854	-27%	-$172K	0.08%	266
2022 Q1	$634K	Buy	+28,978	New	+$684K	0.12%	208

Other funds holding NUAG

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AWA

Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return

Continuum Advisory's NUAG Position: Q3 2022 in Review

Continuum Advisory sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q3 2022, closing a stake of 21,124 shares — an estimated $455K sold.

Continuum Advisory first reported a position in NUAG in Q1 2022 and held it in 2 quarters. The position peaked at $634K in Q1 2022. 35 funds tracked by Wall St. Rank hold NUAG as of Q3 2022.

Continuum Advisory reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Continuum Advisory sold 21,124 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2022, an estimated $455K.
Continuum Advisory first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2022 and held it in 2 quarters.
Continuum Advisory's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $634K in Q1 2022.
35 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2022.

Based on Continuum Advisory's 13F filing for Q3 2022, filed 8 Nov 2022.