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GHP Investment Advisors’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

GHP Investment Advisors’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
2024
Q1 		– Sell
-483
Closed -$10.2K – 862
2023
Q4 		$10.2K Buy
+483
New +$9.75K ﹤0.01% 652

Other funds holding NUAG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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 $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

GHP Investment Advisors's NUAG Position: Q1 2024 in Review

GHP Investment Advisors sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q1 2024, closing a stake of 483 shares — an estimated $10.2K sold.

GHP Investment Advisors first reported a position in NUAG in Q4 2023 and held it in 1 quarter. The position peaked at $10.2K in Q4 2023. 24 funds tracked by Wall St. Rank hold NUAG as of Q1 2024.

  • GHP Investment Advisors reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 483 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q1 2024, an estimated $10.2K.
  • GHP Investment Advisors first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • GHP Investment Advisors's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $10.2K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2024.

Based on GHP Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.