Janney Montgomery Scott
NUAG icon

Janney Montgomery Scott’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Janney Montgomery Scott’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
2023
Q3 		– Sell
-16,995
Closed -$352K – 2710
2023
Q2 		$352K Buy
16,995
+608
+4% +$12.7K ﹤0.01% 2131
2023
Q1 		$344K Buy
16,387
+5,503
+51% +$115K ﹤0.01% 1968
2022
Q4 		$223K Buy
+10,884
New +$222K ﹤0.01% 2306

Other funds holding NUAG

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott's NUAG Position: Q3 2023 in Review

Janney Montgomery Scott sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q3 2023, closing a stake of 16,995 shares — an estimated $352K sold.

Janney Montgomery Scott first reported a position in NUAG in Q4 2022 and held it in 3 quarters. The position peaked at $352K in Q2 2023. 20 funds tracked by Wall St. Rank hold NUAG as of Q3 2023.

  • Janney Montgomery Scott reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 16,995 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2023, an estimated $352K.
  • Janney Montgomery Scott first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Janney Montgomery Scott's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $352K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.