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Dynamic Advisor Solutions’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Dynamic Advisor Solutions’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
2021
Q1 		– Sell
-7,841
Closed -$200K – 749
2020
Q4 		$200K Sell
7,841
-3,615
-32% -$92.2K 0.02% 605
2020
Q3 		$293K Buy
+11,456
New +$293K 0.03% 435

Other funds holding NUSA

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SG
Stonnington Group Pasadena, California $384M AUM 3.51% 1-Year Est. Return

Dynamic Advisor Solutions's NUSA Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q1 2021, closing a stake of 7,841 shares — an estimated $200K sold.

Dynamic Advisor Solutions first reported a position in NUSA in Q3 2020 and held it in 2 quarters. The position peaked at $293K in Q3 2020. 18 funds tracked by Wall St. Rank hold NUSA as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 7,841 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q1 2021, an estimated $200K.
  • Dynamic Advisor Solutions first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $293K in Q3 2020.
  • 18 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.