Ladenburg Thalmann Financial Services’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio NUBD Stock Details NUBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$969K	Buy	37,892 +6,054	+19%	+$155K	0.01%	1310
2019 Q3	$818K	Buy	31,838 +12,170	+62%	+$312K	0.01%	1380
2019 Q2	$499K	Buy	19,668 +268	+1%	+$6.68K	﹤0.01%	1747
2019 Q1	$482K	Buy	19,400 +1,896	+11%	+$46.3K	﹤0.01%	1714
2018 Q4	$425K	Buy	17,504 +1,721	+11%	+$41.2K	﹤0.01%	1654
2018 Q3	$380K	Buy	+15,783	New	+$382K	﹤0.01%	1818

Other funds holding NUBD

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NUBD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 19% in Q4 2019, buying an estimated $155K and bringing the position to 37,892 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #1310.

Ladenburg Thalmann Financial Services first reported a position in NUBD in Q3 2018 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold NUBD as of Q4 2019.

Ladenburg Thalmann Financial Services held 37,892 shares of Nuveen ESG US Aggregate Bond ETF worth $969K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 6,054 Nuveen ESG US Aggregate Bond ETF shares in Q4 2019, an estimated $155K.
Nuveen ESG US Aggregate Bond ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1310 holding.
Ladenburg Thalmann Financial Services first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2018 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.