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Larson Financial Group’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Larson Financial Group’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
2025
Q3 		– Sell
-85
Closed -$1.8K – 3581
2025
Q2 		$1.8K Hold
85
– – ﹤0.01% 2452
2025
Q1 		$1.77K Buy
85
+1
+1% +$21 ﹤0.01% 2205
2024
Q4 		$1.73K Buy
84
+1
+1% +$21 ﹤0.01% 1917
2024
Q3 		$1.78K Buy
83
+1
+1% +$21 ﹤0.01% 1880
2024
Q2 		$1.69K Buy
+82
New +$1.69K ﹤0.01% 1616

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Larson Financial Group's NUAG Position: Q3 2025 in Review

Larson Financial Group sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q3 2025, closing a stake of 85 shares — an estimated $1.8K sold.

Larson Financial Group first reported a position in NUAG in Q2 2024 and held it in 5 quarters. The position peaked at $1.8K in Q2 2025. 22 funds tracked by Wall St. Rank hold NUAG as of Q3 2025.

  • Larson Financial Group reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 85 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2025, an estimated $1.8K.
  • Larson Financial Group first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q2 2024 and held it in 5 quarters.
  • Larson Financial Group's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $1.8K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.