Prime Capital Investment Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Prime Capital Investment Advisors’s Portfolio NUBD Stock Details NUBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,300	Closed	-$203K	–	956
2024 Q2	$203K	Hold	9,300	–	–	﹤0.01%	853
2024 Q1	$204K	Hold	9,300	–	–	﹤0.01%	923
2023 Q4	$207K	Buy	+9,300	New	+$198K	﹤0.01%	871
2023 Q3	–	Sell	-9,300	Closed	-$204K	–	786
2023 Q2	$204K	Hold	9,300	–	–	﹤0.01%	705
2023 Q1	$208K	Buy	+9,300	New	+$206K	0.01%	502

Other funds holding NUBD

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

VAS

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

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

Prime Capital Investment Advisors's NUBD Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2024, closing a stake of 9,300 shares — an estimated $203K sold.

Prime Capital Investment Advisors first reported a position in NUBD in Q1 2023 and held it in 5 quarters. The position peaked at $208K in Q1 2023. 104 funds tracked by Wall St. Rank hold NUBD as of Q3 2024.

Prime Capital Investment Advisors reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 9,300 Nuveen ESG US Aggregate Bond ETF shares in Q3 2024, an estimated $203K.
Prime Capital Investment Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2023 and held it in 5 quarters.
Prime Capital Investment Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $208K in Q1 2023.
104 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.