Global Wealth Management Investment Advisory’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Global Wealth Management Investment Advisory’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
2022 Q3	–	Sell	-156	Closed	-$3K	–	354
2022 Q2	$3K	Hold	156	–	–	﹤0.01%	389
2022 Q1	$4K	Buy	+156	New	+$3.68K	﹤0.01%	378

Other funds holding NUAG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return

Global Wealth Management Investment Advisory's NUAG Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q3 2022, closing a stake of 156 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in NUAG in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 35 funds tracked by Wall St. Rank hold NUAG as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 156 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2022, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2022 and held it in 2 quarters.
Global Wealth Management Investment Advisory's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $4K in Q1 2022.
35 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.