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

Sterling Manor 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
2023 Q3	–	Sell	-190,751	Closed	-$4.36M	–	26
2023 Q2	$4.36M	Buy	190,751 +117,936	+162%	+$2.71M	3.68%	11
2023 Q1	$1.68M	Buy	72,815 +23,428	+47%	+$536K	1.63%	15
2022 Q4	$1.12M	Buy	49,387 +3,871	+9%	+$87.7K	1.25%	13
2022 Q3	$1.03M	Buy	+45,516	New	+$1.05M	1.28%	15

Other funds holding NUSA

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Sterling Manor Financial's NUSA Position: Q3 2023 in Review

Sterling Manor Financial sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q3 2023, closing a stake of 190,751 shares — an estimated $4.36M sold.

Sterling Manor Financial first reported a position in NUSA in Q3 2022 and held it in 4 quarters. The position peaked at $4.36M in Q2 2023. 17 funds tracked by Wall St. Rank hold NUSA as of Q3 2023.

Sterling Manor Financial reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Sterling Manor Financial sold 190,751 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q3 2023, an estimated $4.36M.
Sterling Manor Financial first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q3 2022 and held it in 4 quarters.
Sterling Manor Financial's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $4.36M in Q2 2023.
17 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q3 2023.

Based on Sterling Manor Financial's 13F filing for Q3 2023, filed 31 Oct 2023.