Ken Fisher’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Ken Fisher’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 Q3	–	Sell	-62,585	Closed	-$1.31M	–	984
2024 Q2	$1.31M	Sell	62,585 -1,614	-3%	-$33.7K	﹤0.01%	642
2024 Q1	$1.36M	Sell	64,199 -204,340	-76%	-$4.29M	﹤0.01%	648
2023 Q4	$5.65M	Buy	268,539 +4,490	+2%	+$91K	﹤0.01%	476
2023 Q3	$5.3M	Buy	264,049 +40,746	+18%	+$831K	﹤0.01%	518
2023 Q2	$4.59M	Buy	223,303 +15,025	+7%	+$308K	﹤0.01%	556
2023 Q1	$4.32M	Buy	208,278 +13,785	+7%	+$284K	﹤0.01%	560
2022 Q4	$3.94M	Buy	194,493 +45,627	+31%	+$926K	﹤0.01%	555
2022 Q3	$2.93M	Buy	+148,866	New	+$3.11M	﹤0.01%	517
2021 Q1	–	Sell	-18,031	Closed	-$451K	–	953
2020 Q4	$451K	Hold	18,031	–	–	﹤0.01%	724
2020 Q3	$439K	Buy	18,031 +306	+2%	+$7.46K	﹤0.01%	683
2020 Q2	$418K	Hold	17,725	–	–	﹤0.01%	680
2020 Q1	$395K	Hold	17,725	–	–	﹤0.01%	648
2019 Q4	$448K	Buy	+17,725	New	+$445K	﹤0.01%	677

Other funds holding NUHY

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VAS

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

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

Ken Fisher's NUHY Position: Q3 2024 in Review

Ken Fisher sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q3 2024, closing a stake of 62,585 shares — an estimated $1.31M sold.

Ken Fisher first reported a position in NUHY in Q4 2019 and held it in 13 quarters. The position peaked at $5.65M in Q4 2023. 48 funds tracked by Wall St. Rank hold NUHY as of Q3 2024.

Ken Fisher reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Ken Fisher sold 62,585 Nuveen ESG High Yield Corporate Bond ETF shares in Q3 2024, an estimated $1.31M.
Ken Fisher first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q4 2019 and held it in 13 quarters.
Ken Fisher's Nuveen ESG High Yield Corporate Bond ETF position peaked at $5.65M in Q4 2023.
48 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.