Private Trust Company’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Private Trust Company’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
2026 Q2	$57.2K	Buy	+2,718	New	+$57.1K	﹤0.01%	1315

Other funds holding NUAG

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

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

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

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

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

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

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return

Private Trust Company's NUAG Position: Q2 2026 in Review

Private Trust Company opened a new position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q2 2026: 2,718 shares worth $57.2K. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings.

10 funds tracked by Wall St. Rank hold NUAG as of Q2 2026.

Private Trust Company held 2,718 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $57.2K as of Q2 2026.
Nuveen Enhanced Yield US Aggregate Bond ETF was a new Private Trust Company position in Q2 2026.
Nuveen Enhanced Yield US Aggregate Bond ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1315 holding.
10 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.