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Orion Portfolio Solutions’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Orion Portfolio Solutions’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
2023
Q3 		– Sell
-9,793
Closed -$201K – 1655
2023
Q2 		$201K Buy
+9,793
New +$200K ﹤0.01% 1557

Other funds holding NUHY

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Orion Portfolio Solutions's NUHY Position: Q3 2023 in Review

Orion Portfolio Solutions sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q3 2023, closing a stake of 9,793 shares — an estimated $201K sold.

Orion Portfolio Solutions first reported a position in NUHY in Q2 2023 and held it in 1 quarter. The position peaked at $201K in Q2 2023. 48 funds tracked by Wall St. Rank hold NUHY as of Q3 2023.

  • Orion Portfolio Solutions reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 9,793 Nuveen ESG High Yield Corporate Bond ETF shares in Q3 2023, an estimated $201K.
  • Orion Portfolio Solutions first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Orion Portfolio Solutions's Nuveen ESG High Yield Corporate Bond ETF position peaked at $201K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q3 2023.

Based on Orion Portfolio Solutions's 13F filing for Q3 2023, filed 1 Nov 2023.