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Orion Capital Management’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Orion Capital Management’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
2024
Q2 		– Sell
-206
Closed -$4.35K – 481
2024
Q1 		$4.35K Buy
+206
New +$4.32K ﹤0.01% 428

Other funds holding NUHY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Capital Management's NUHY Position: Q2 2024 in Review

Orion Capital Management sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q2 2024, closing a stake of 206 shares — an estimated $4.35K sold.

Orion Capital Management first reported a position in NUHY in Q1 2024 and held it in 1 quarter. The position peaked at $4.35K in Q1 2024. 53 funds tracked by Wall St. Rank hold NUHY as of Q2 2024.

  • Orion Capital Management reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Orion Capital Management sold 206 Nuveen ESG High Yield Corporate Bond ETF shares in Q2 2024, an estimated $4.35K.
  • Orion Capital Management first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Orion Capital Management's Nuveen ESG High Yield Corporate Bond ETF position peaked at $4.35K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q2 2024.

Based on Orion Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.