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Equitable Holdings’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Equitable Holdings’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
2023
Q2 		– Sell
-9,550
Closed -$201K – 1059
2023
Q1 		$201K Buy
+9,550
New +$199K ﹤0.01% 925
2021
Q1 		– Sell
-88,127
Closed -$2.27M – 758
2020
Q4 		$2.27M Buy
+88,127
New +$2.26M 0.05% 211

Other funds holding NUAG

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return

Equitable Holdings's NUAG Position: Q2 2023 in Review

Equitable Holdings sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q2 2023, closing a stake of 9,550 shares — an estimated $201K sold.

Equitable Holdings first reported a position in NUAG in Q4 2020 and held it in 2 quarters. The position peaked at $2.27M in Q4 2020. 26 funds tracked by Wall St. Rank hold NUAG as of Q2 2023.

  • Equitable Holdings reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Equitable Holdings sold 9,550 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2023, an estimated $201K.
  • Equitable Holdings first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Equitable Holdings's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $2.27M in Q4 2020.
  • 26 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2023.

Based on Equitable Holdings's 13F filing for Q2 2023, filed 15 Aug 2023.