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Heritage Wealth Management (Arizona)’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$25.9K Buy
1,266
+633
+100% +$12.9K ﹤0.01% 617
2022
Q3 		$13K Hold
633
– – ﹤0.01% 614
2022
Q2 		$13.6K Hold
633
– – ﹤0.01% 614
2022
Q1 		$15K Buy
+633
New +$14.9K ﹤0.01% 652

Other funds holding NUAG

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NUAG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) stake by 100% in Q4 2022, buying an estimated $12.9K and bringing the position to 1,266 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Heritage Wealth Management (Arizona) first reported a position in NUAG in Q1 2022 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold NUAG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,266 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $25.9K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 633 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2022, an estimated $12.9K.
  • Nuveen Enhanced Yield US Aggregate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #617 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2022 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.