Prospera Financial Services
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Prospera Financial Services’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Prospera Financial Services’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
Q3 		$1.84M Buy
90,445
+14,875
+20% +$306K 0.02% 608
2026
Q2 		$1.59M Buy
75,570
+1,254
+2% +$26.3K 0.02% 580
2026
Q1 		$1.56M Buy
74,316
+2,248
+3% +$47.7K 0.03% 565
2025
Q4 		$1.53M Sell
72,068
-224
-0.3% -$4.77K 0.03% 552
2025
Q3 		$1.54M Buy
72,292
+986
+1% +$20.8K 0.03% 550
2025
Q2 		$1.5M Buy
71,306
+5,360
+8% +$111K 0.03% 534
2025
Q1 		$1.38M Sell
65,946
-6,096
-8% -$127K 0.03% 478
2024
Q4 		$1.49M Sell
72,042
-912
-1% -$19.2K 0.03% 437
2024
Q3 		$1.57M Buy
72,954
+623
+0.9% +$13.2K 0.04% 391
2024
Q2 		$1.5M Buy
72,331
+1,870
+3% +$38.5K 0.04% 398
2024
Q1 		$1.47M Buy
70,461
+1,611
+2% +$33.6K 0.04% 400
2023
Q4 		$1.45M Buy
68,850
+853
+1% +$17.2K 0.05% 377
2023
Q3 		$1.35M Buy
67,997
+11,094
+19% +$226K 0.05% 359
2023
Q2 		$1.18M Buy
+56,903
New +$1.19M 0.05% 373

Other funds holding NUAG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Flynn Zito Capital Management
Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 1-Year Est. Return
Apollon Financial
Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Prospera Financial Services's NUAG Position: Q3 2026 in Review

Prospera Financial Services increased its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) stake by 20% in Q3 2026, buying an estimated $306K and bringing the position to 90,445 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #608.

Prospera Financial Services first reported a position in NUAG in Q2 2023 and has held it in 14 quarters since. 9 funds tracked by Wall St. Rank hold NUAG as of Q3 2026.

  • Prospera Financial Services held 90,445 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $1.84M as of Q3 2026.
  • Prospera Financial Services bought 14,875 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2026, an estimated $306K.
  • Nuveen Enhanced Yield US Aggregate Bond ETF made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #608 holding.
  • Prospera Financial Services first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • 9 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.