Raymond James & Associates’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Raymond James & Associates’s Portfolio NUSA Stock Details NUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$765K	Buy	32,619 +4,112	+14%	+$95.6K	﹤0.01%	2862
2024 Q2	$654K	Sell	28,507 -2,545	-8%	-$58K	﹤0.01%	2899
2024 Q1	$711K	Sell	31,052 -4,159	-12%	-$95.3K	﹤0.01%	2831
2023 Q4	$812K	Buy	35,211 +14,072	+67%	+$320K	﹤0.01%	2644
2023 Q3	$479K	Buy	21,139 +7,104	+51%	+$162K	﹤0.01%	2928
2023 Q2	$320K	Buy	14,035 +4,485	+47%	+$103K	﹤0.01%	3218
2023 Q1	$220K	Buy	+9,550	New	+$219K	﹤0.01%	3442

Other funds holding NUSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

Raymond James & Associates's NUSA Position: Q3 2024 in Review

Raymond James & Associates increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 14% in Q3 2024, buying an estimated $95.6K and bringing the position to 32,619 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Raymond James & Associates first reported a position in NUSA in Q1 2023 and has held it in 7 quarters since. The position peaked at $812K in Q4 2023. 24 funds tracked by Wall St. Rank hold NUSA as of Q3 2024.

Raymond James & Associates held 32,619 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $765K as of Q3 2024.
Raymond James & Associates bought 4,112 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q3 2024, an estimated $95.6K.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2862 holding.
Raymond James & Associates first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q1 2023 and has held it in 7 quarters since.
Raymond James & Associates's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $812K in Q4 2023.
24 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.