Patriot Financial Group Insurance Agency’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,781	Closed	-$38K	–	1414
2022 Q2	$38K	Buy	1,781 +75	+4%	+$1.64K	0.01%	814
2022 Q1	$39K	Buy	1,706 +77	+5%	+$1.82K	0.01%	855
2021 Q4	$40K	Hold	1,629	–	–	0.01%	959
2021 Q3	$40K	Hold	1,629	–	–	0.01%	942
2021 Q2	$41K	Buy	1,629 +78	+5%	+$1.94K	0.01%	902
2021 Q1	$38K	Buy	1,551 +183	+13%	+$4.61K	0.01%	864
2020 Q4	$35K	Hold	1,368	–	–	0.01%	798
2020 Q3	$35K	Buy	1,368 +63	+5%	+$1.63K	0.01%	628
2020 Q2	$33K	Sell	1,305 -98	-7%	-$2.48K	0.01%	606
2020 Q1	$35K	Hold	1,403	–	–	0.02%	520
2019 Q4	$35K	Hold	1,403	–	–	0.01%	554
2019 Q3	$35K	Hold	1,403	–	–	0.02%	506
2019 Q2	$34K	Hold	1,403	–	–	0.01%	510
2019 Q1	$34K	Hold	1,403	–	–	0.02%	447
2018 Q4	$33K	Sell	1,403 -50	-3%	-$1.15K	0.02%	385
2018 Q3	$34K	Buy	+1,453	New	+$34.2K	0.02%	376

Other funds holding NUAG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AWA

Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NUAG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q3 2022, closing a stake of 1,781 shares — an estimated $38K sold.

Patriot Financial Group Insurance Agency first reported a position in NUAG in Q3 2018 and held it in 16 quarters. The position peaked at $41K in Q2 2021. 35 funds tracked by Wall St. Rank hold NUAG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,781 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2022, an estimated $38K.
Patriot Financial Group Insurance Agency first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $41K in Q2 2021.
35 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.