Rockefeller Capital Management
NUAG icon

Rockefeller Capital Management’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Rockefeller Capital Management’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
2023
Q1 		– Sell
-315
Closed -$6K – 3242
2022
Q4 		$6K Hold
315
– – ﹤0.01% 3281
2022
Q3 		$6K Buy
+315
New +$6.75K ﹤0.01% 3289
2022
Q1 		– Sell
-178
Closed -$4K – 4010
2021
Q4 		$4K Buy
+178
New +$4.4K ﹤0.01% 3365

Other funds holding NUAG

N
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Jane Street
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Rockefeller Capital Management's NUAG Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q1 2023, closing a stake of 315 shares — an estimated $6K sold.

Rockefeller Capital Management first reported a position in NUAG in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2022. 29 funds tracked by Wall St. Rank hold NUAG as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 315 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q1 2023, an estimated $6K.
  • Rockefeller Capital Management first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Rockefeller Capital Management's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $6K in Q4 2022.
  • 29 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.