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MFA Wealth Advisors’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

MFA Wealth Advisors’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
2020
Q4 		– Sell
-27,341
Closed -$702K – 44
2020
Q3 		$702K Hold
27,341
– – 0.75% 23
2020
Q2 		$700K Buy
+27,341
New +$693K 0.45% 32

Other funds holding NUAG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

MFA Wealth Advisors's NUAG Position: Q4 2020 in Review

MFA Wealth Advisors sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2020, closing a stake of 27,341 shares — an estimated $702K sold.

MFA Wealth Advisors first reported a position in NUAG in Q2 2020 and held it in 2 quarters. The position peaked at $702K in Q3 2020. 36 funds tracked by Wall St. Rank hold NUAG as of Q4 2020.

  • MFA Wealth Advisors reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 27,341 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2020, an estimated $702K.
  • MFA Wealth Advisors first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q2 2020 and held it in 2 quarters.
  • MFA Wealth Advisors's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $702K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2020.

Based on MFA Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.