Principal Street Partners’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Principal Street Partners’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
2024 Q4	–	Sell	-55,641	Closed	-$441K	–	248
2024 Q3	$441K	Buy	55,641 +790	+1%	+$16.8K	0.07%	146
2024 Q2	$421K	Buy	54,851 +774	+1%	+$15.9K	0.08%	147
2024 Q1	$406K	Buy	+54,077	New	+$1.13M	0.08%	150

Other funds holding NUAG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Principal Street Partners's NUAG Position: Q4 2024 in Review

Principal Street Partners sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2024, closing a stake of 55,641 shares — an estimated $441K sold.

Principal Street Partners first reported a position in NUAG in Q1 2024 and held it in 3 quarters. The position peaked at $441K in Q3 2024. 26 funds tracked by Wall St. Rank hold NUAG as of Q4 2024.

Principal Street Partners reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Principal Street Partners sold 55,641 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2024, an estimated $441K.
Principal Street Partners first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2024 and held it in 3 quarters.
Principal Street Partners's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $441K in Q3 2024.
26 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2024.

Based on Principal Street Partners's 13F filing for Q4 2024, filed 18 Feb 2025.