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Fountainhead AM’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Fountainhead AM’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
2026
Q2 		$6.79K Sell
170
-37
-18% -$777 0.01% 200
2026
Q1 		$7.47K Sell
207
-34
-14% -$721 0.01% 192
2025
Q4 		$8.72K Buy
+241
New +$5.13K 0.01% 138

Other funds holding NUAG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Fountainhead AM's NUAG Position: Q2 2026 in Review

Fountainhead AM reduced its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) stake by 18% in Q2 2026, selling an estimated $777 and leaving 170 shares worth $6.79K. The position accounts for 0.01% of the portfolio, ranked #200.

Fountainhead AM first reported a position in NUAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.72K in Q4 2025. 19 funds tracked by Wall St. Rank hold NUAG as of Q2 2026.

  • Fountainhead AM held 170 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $6.79K as of Q2 2026.
  • Fountainhead AM sold 37 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2026, an estimated $777.
  • Nuveen Enhanced Yield US Aggregate Bond ETF made up 0.01% of Fountainhead AM's portfolio in Q2 2026, its #200 holding.
  • Fountainhead AM first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Fountainhead AM's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $8.72K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.