Raymond James Financial
NUSA icon

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

Raymond James Financial’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
2026
Q2 		$1.13M Buy
48,755
+2,155
+5% +$50K ﹤0.01% 3911
2026
Q1 		$1.09M Buy
46,600
+21,326
+84% +$499K ﹤0.01% 3790
2025
Q4 		$591K Sell
25,274
-1,790
-7% -$41.9K ﹤0.01% 4148
2025
Q3 		$635K Buy
27,064
+4,233
+19% +$98.9K ﹤0.01% 3980
2025
Q2 		$533K Buy
22,831
+34
+0.1% +$790 ﹤0.01% 3973
2025
Q1 		$531K Buy
22,797
+866
+4% +$20K ﹤0.01% 3903
2024
Q4 		$503K Buy
+21,931
New +$506K ﹤0.01% 3902

Other funds holding NUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Raymond James Financial's NUSA Position: Q2 2026 in Review

Raymond James Financial increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 4.6% in Q2 2026, buying an estimated $50K and bringing the position to 48,755 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3911.

Raymond James Financial first reported a position in NUSA in Q4 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold NUSA as of Q2 2026.

  • Raymond James Financial held 48,755 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $1.13M as of Q2 2026.
  • Raymond James Financial bought 2,155 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2026, an estimated $50K.
  • Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3911 holding.
  • Raymond James Financial first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 23 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.