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Gradient Investments’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Gradient Investments’s Portfolio NUSA Stock Details NUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-195
Closed -$4K – 1613
2022
Q3 		$4K Hold
195
– – ﹤0.01% 1008
2022
Q2 		$5K Buy
+195
New +$4.56K ﹤0.01% 898

Other funds holding NUSA

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gradient Investments's NUSA Position: Q4 2022 in Review

Gradient Investments sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q4 2022, closing a stake of 195 shares — an estimated $4K sold.

Gradient Investments first reported a position in NUSA in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 17 funds tracked by Wall St. Rank hold NUSA as of Q4 2022.

  • Gradient Investments reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 195 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q4 2022, an estimated $4K.
  • Gradient Investments first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Gradient Investments's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $5K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.