Gradient Investments’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Gradient Investments’s Portfolio NUHY Stock Details NUHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-195	Closed	-$4.1K	–	1627
2023 Q4	$4.1K	Hold	195	–	–	﹤0.01%	1041
2023 Q3	$3.92K	Hold	195	–	–	﹤0.01%	1009
2023 Q2	$4.01K	Hold	195	–	–	﹤0.01%	1000
2023 Q1	$4.05K	Hold	195	–	–	﹤0.01%	994
2022 Q4	$3.95K	Hold	195	–	–	﹤0.01%	970
2022 Q3	$4K	Sell	195 -190,918	-100%	-$3.99M	﹤0.01%	1007
2022 Q2	$3.9M	Sell	191,113 -42,628	-18%	-$925K	0.11%	151
2022 Q1	$5.41M	Sell	233,741 -26,980	-10%	-$633K	0.14%	141
2021 Q4	$6.36M	Sell	260,721 -3,945	-1%	-$96.3K	0.16%	138
2021 Q3	$6.54M	Buy	264,666 +194,457	+277%	+$4.81M	0.18%	130
2021 Q2	$1.74M	Buy	70,209 +6,508	+10%	+$161K	0.05%	165
2021 Q1	$1.57M	Buy	63,701 +33,094	+108%	+$823K	0.05%	167
2020 Q4	$746K	Sell	30,607 -171	-0.6%	-$4.24K	0.03%	166
2020 Q3	$750K	Buy	+30,778	New	+$751K	0.03%	167

Other funds holding NUHY

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Gradient Investments's NUHY Position: Q1 2024 in Review

Gradient Investments sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q1 2024, closing a stake of 195 shares — an estimated $4.1K sold.

Gradient Investments first reported a position in NUHY in Q3 2020 and held it in 14 quarters. The position peaked at $6.54M in Q3 2021. 54 funds tracked by Wall St. Rank hold NUHY as of Q1 2024.

Gradient Investments reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 195 Nuveen ESG High Yield Corporate Bond ETF shares in Q1 2024, an estimated $4.1K.
Gradient Investments first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q3 2020 and held it in 14 quarters.
Gradient Investments's Nuveen ESG High Yield Corporate Bond ETF position peaked at $6.54M in Q3 2021.
54 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.