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Integrated Wealth Concepts’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$218K Buy
+10,375
New +$218K ﹤0.01% 2279

Other funds holding NUAG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Integrated Wealth Concepts's NUAG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q2 2026: 10,375 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #2279 among its holdings.

20 funds tracked by Wall St. Rank hold NUAG as of Q2 2026.

  • Integrated Wealth Concepts held 10,375 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $218K as of Q2 2026.
  • Nuveen Enhanced Yield US Aggregate Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Nuveen Enhanced Yield US Aggregate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2279 holding.
  • 20 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.