PFS Partners’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

PFS Partners’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 Q1	–	Sell	-330	Closed	-$6.94K	–	483
2023 Q4	$6.94K	Hold	330	–	–	﹤0.01%	309
2023 Q3	$6.63K	Hold	330	–	–	0.01%	294
2023 Q2	$6.79K	Buy	330 +50	+18%	+$1.02K	0.01%	299
2023 Q1	$5.81K	Buy	280 +110	+65%	+$2.26K	0.01%	267
2022 Q4	$3.44K	Hold	170	–	–	﹤0.01%	289
2022 Q3	$3.35K	Hold	170	–	–	﹤0.01%	272
2022 Q2	$3.46K	Hold	170	–	–	﹤0.01%	271
2022 Q1	$3.93K	Buy	170 +60	+55%	+$1.41K	﹤0.01%	273
2021 Q4	$2.68K	Buy	+110	New	+$2.69K	﹤0.01%	296

Other funds holding NUHY

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

PFS Partners's NUHY Position: Q1 2024 in Review

PFS Partners sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q1 2024, closing a stake of 330 shares — an estimated $6.94K sold.

PFS Partners first reported a position in NUHY in Q4 2021 and held it in 9 quarters. The position peaked at $6.94K in Q4 2023. 54 funds tracked by Wall St. Rank hold NUHY as of Q1 2024.

PFS Partners reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
PFS Partners sold 330 Nuveen ESG High Yield Corporate Bond ETF shares in Q1 2024, an estimated $6.94K.
PFS Partners first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
PFS Partners's Nuveen ESG High Yield Corporate Bond ETF position peaked at $6.94K in Q4 2023.
54 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q1 2024.

Based on PFS Partners's 13F filing for Q1 2024, filed 15 Apr 2024.