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Meriwether Wealth & Planning’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Meriwether Wealth & Planning’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
2025
Q2 		– Sell
-11,236
Closed -$238K – 133
2025
Q1 		$238K Sell
11,236
-1,957
-15% -$41.7K 0.16% 102
2024
Q4 		$279K Buy
+13,193
New +$282K 0.2% 87

Other funds holding NUHY

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Meriwether Wealth & Planning's NUHY Position: Q2 2025 in Review

Meriwether Wealth & Planning sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q2 2025, closing a stake of 11,236 shares — an estimated $238K sold.

Meriwether Wealth & Planning first reported a position in NUHY in Q4 2024 and held it in 2 quarters. The position peaked at $279K in Q4 2024. 57 funds tracked by Wall St. Rank hold NUHY as of Q2 2025.

  • Meriwether Wealth & Planning reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 11,236 Nuveen ESG High Yield Corporate Bond ETF shares in Q2 2025, an estimated $238K.
  • Meriwether Wealth & Planning first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Meriwether Wealth & Planning's Nuveen ESG High Yield Corporate Bond ETF position peaked at $279K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q2 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2025, filed 11 Jul 2025.