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

NewEdge 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
2026 Q1	–	Sell	-10,881	Closed	-$231K	–	4314
2025 Q4	$231K	Hold	10,881	–	–	﹤0.01%	2493
2025 Q3	$232K	Hold	10,881	–	–	﹤0.01%	2331
2025 Q2	$229K	Sell	10,881 -1,200	-10%	-$24.9K	﹤0.01%	2154
2025 Q1	$253K	Hold	12,081	–	–	﹤0.01%	1988
2024 Q4	$249K	Buy	12,081 +2,438	+25%	+$51.3K	﹤0.01%	1974
2024 Q3	$208K	Buy	+9,643	New	+$205K	﹤0.01%	1985

Other funds holding NUAG

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $5.51B AUM 24.51% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

NewEdge Advisors's NUAG Position: Q1 2026 in Review

NewEdge Advisors sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q1 2026, closing a stake of 10,881 shares — an estimated $231K sold.

NewEdge Advisors first reported a position in NUAG in Q3 2024 and held it in 6 quarters. The position peaked at $253K in Q1 2025. 21 funds tracked by Wall St. Rank hold NUAG as of Q1 2026.

NewEdge Advisors reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 10,881 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q1 2026, an estimated $231K.
NewEdge Advisors first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q3 2024 and held it in 6 quarters.
NewEdge Advisors's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $253K in Q1 2025.
21 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.