Financial Perspectives’s Nuwellis NUWE Stock Holding History

Financial Perspectives’s Portfolio NUWE Stock Details NUWE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Hold	0	–	-$8	–	694
2023 Q4	–	Hold	0	–	–	–	704
2023 Q3	–	Hold	0	–	–	–	701
2023 Q2	–	Hold	0	–	–	–	679
2023 Q1	–	Hold	0	–	–	–	673
2022 Q4	–	Hold	0	–	–	–	666
2022 Q3	–	Hold	0	–	–	–	640
2022 Q2	–	Hold	0	–	–	–	638
2022 Q1	–	Hold	0	–	–	–	629
2021 Q4	–	Hold	0	–	–	–	598
2021 Q3	–	Hold	0	–	–	–	561
2021 Q2	–	Hold	0	–	–	–	523
2021 Q1	–	Hold	0	–	–	–	461
2020 Q4	–	Hold	0	–	–	–	556
2020 Q3	–	Hold	0	–	–	–	498
2020 Q2	–	Hold	0	–	–	–	449

Other funds holding NUWE

Citadel Advisors

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Virtu Financial

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Two Sigma Securities

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Tower Research Capital (TRC)

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return