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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial's NUSA Position: Q1 2026 in Review

Raymond James Financial increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 84% in Q1 2026, buying an estimated $499K and bringing the position to 46,600 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3790.

Raymond James Financial first reported a position in NUSA in Q4 2024 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold NUSA as of Q1 2026.

Raymond James Financial held 46,600 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $1.09M as of Q1 2026.
Raymond James Financial bought 21,326 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q1 2026, an estimated $499K.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3790 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 6 quarters since.
25 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.