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Simplicity Solutions’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-11,672
Closed -$245K – 1166
2023
Q1 		$245K Sell
11,672
-8,694
-43% -$181K 0.01% 927
2022
Q4 		$417K Buy
20,366
+404
+2% +$8.24K 0.06% 385
2022
Q3 		$406K Sell
19,962
-9,513
-32% -$204K 0.06% 362
2022
Q2 		$635K Buy
29,475
+55
+0.2% +$1.2K 0.08% 262
2022
Q1 		$676K Sell
29,420
-9,058
-24% -$214K 0.08% 247
2021
Q4 		$948K Sell
38,478
-320,799
-89% -$7.93M 0.11% 233
2021
Q3 		$8.92M Buy
359,277
+36,014
+11% +$903K 1.37% 10
2021
Q2 		$8.06M Buy
323,263
+16,222
+5% +$403K 1.59% 9
2021
Q1 		$7.59M Buy
307,041
+74,901
+32% +$1.88M 1.67% 8
2020
Q4 		$5.97M Buy
232,140
+13,103
+6% +$336K 0.09% 205
2020
Q3 		$5.63M Buy
219,037
+8,065
+4% +$208K 0.1% 180
2020
Q2 		$5.4M Sell
210,972
-30,680
-13% -$778K 0.11% 175
2020
Q1 		$6.02M Buy
241,652
+17,314
+8% +$431K 0.19% 98
2019
Q4 		$5.53M Buy
224,338
+10,269
+5% +$254K 0.17% 110
2019
Q3 		$5.33M Buy
214,069
+397
+0.2% +$9.79K 0.22% 75
2019
Q2 		$5.24M Buy
213,672
+148,404
+227% +$3.57M 0.22% 71
2019
Q1 		$1.56M Buy
65,268
+46,451
+247% +$1.09M 0.09% 189
2018
Q4 		$436K Sell
18,817
-185,945
-91% -$4.29M 0.06% 343
2018
Q3 		$4.8M Buy
204,762
+19,803
+11% +$466K 0.27% 54
2018
Q2 		$4.36M Buy
184,959
+2,311
+1% +$54.5K 0.31% 43
2018
Q1 		$4.37M Buy
182,648
+29,460
+19% +$708K 0.38% 41
2017
Q4 		$3.74M Buy
153,188
+5,845
+4% +$144K 0.36% 46
2017
Q3 		$3.64M Buy
147,343
+15,102
+11% +$373K 2.45% 7
2017
Q2 		$3.26M Buy
132,241
+30,556
+30% +$750K 0.38% 45
2017
Q1 		$2.48M Buy
+101,685
New +$2.47M 0.38% 50

Other funds holding NUAG

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Simplicity Solutions's NUAG Position: Q2 2023 in Review

Simplicity Solutions sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q2 2023, closing a stake of 11,672 shares — an estimated $245K sold.

Simplicity Solutions first reported a position in NUAG in Q1 2017 and held it in 25 quarters. The position peaked at $8.92M in Q3 2021. 26 funds tracked by Wall St. Rank hold NUAG as of Q2 2023.

  • Simplicity Solutions reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 11,672 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2023, an estimated $245K.
  • Simplicity Solutions first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2017 and held it in 25 quarters.
  • Simplicity Solutions's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $8.92M in Q3 2021.
  • 26 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.