Patriot Financial Group Insurance Agency’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,055	Closed	-$22K	–	1418
2022 Q2	$22K	Hold	1,055	–	–	﹤0.01%	974
2022 Q1	$24K	Buy	1,055 +59	+6%	+$1.38K	﹤0.01%	1017
2021 Q4	$24K	Hold	996	–	–	﹤0.01%	1145
2021 Q3	$25K	Hold	996	–	–	﹤0.01%	1115
2021 Q2	$25K	Buy	996 +974	+4,427%	+$24.1K	﹤0.01%	1091
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	1899
2020 Q4	$1K	Buy	+22	New	+$545	﹤0.01%	1779

Other funds holding NUHY

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q3 2022, closing a stake of 1,055 shares — an estimated $22K sold.

Patriot Financial Group Insurance Agency first reported a position in NUHY in Q4 2020 and held it in 7 quarters. The position peaked at $25K in Q3 2021. 43 funds tracked by Wall St. Rank hold NUHY as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,055 Nuveen ESG High Yield Corporate Bond ETF shares in Q3 2022, an estimated $22K.
Patriot Financial Group Insurance Agency first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Nuveen ESG High Yield Corporate Bond ETF position peaked at $25K in Q3 2021.
43 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q3 2022.

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