Golden State Wealth Management’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Golden State Wealth Management’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
2020 Q2	–	Sell	-96	Closed	-$2K	–	700
2020 Q1	$2K	Buy	+96	New	+$2.39K	﹤0.01%	869
2019 Q4	–	Sell	-96	Closed	-$2K	–	637
2019 Q3	$2K	Hold	96	–	–	﹤0.01%	979
2019 Q2	$2K	Hold	96	–	–	﹤0.01%	993
2019 Q1	$2K	Buy	+96	New	+$2.25K	﹤0.01%	1027

Other funds holding NUAG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

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

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Golden State Wealth Management's NUAG Position: Q2 2020 in Review

Golden State Wealth Management sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q2 2020, closing a stake of 96 shares — an estimated $2K sold.

Golden State Wealth Management first reported a position in NUAG in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2020. 29 funds tracked by Wall St. Rank hold NUAG as of Q2 2020.

Golden State Wealth Management reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 96 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2020, an estimated $2K.
Golden State Wealth Management first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $2K in Q1 2020.
29 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.