Sowell Financial Services’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Sowell Financial Services’s Portfolio NUBD Stock Details NUBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-41	Closed	-$1K	–	1982
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	2986
2020 Q4	$1K	Sell	41 -352	-90%	-$9.44K	﹤0.01%	2602
2020 Q3	$11K	Sell	393 -824	-68%	-$22.4K	﹤0.01%	1783
2020 Q2	$33K	Sell	1,217 -490	-29%	-$13.1K	﹤0.01%	1304
2020 Q1	$45K	Sell	1,707 -1,414	-45%	-$36.8K	﹤0.01%	1097
2019 Q4	$80K	Sell	3,121 -5,378	-63%	-$138K	0.01%	979
2019 Q3	$219K	Buy	+8,499	New	+$218K	0.02%	611

Other funds holding NUBD

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Sowell Financial Services's NUBD Position: Q2 2021 in Review

Sowell Financial Services sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2021, closing a stake of 41 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in NUBD in Q3 2019 and held it in 7 quarters. The position peaked at $219K in Q3 2019. 68 funds tracked by Wall St. Rank hold NUBD as of Q2 2021.

Sowell Financial Services reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 41 Nuveen ESG US Aggregate Bond ETF shares in Q2 2021, an estimated $1K.
Sowell Financial Services first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Nuveen ESG US Aggregate Bond ETF position peaked at $219K in Q3 2019.
68 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.