Steward Partners Investment Advisory’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	$34K	Hold	1,616	–	–	﹤0.01%	2978
2025 Q4	$34.2K	Hold	1,616	–	–	﹤0.01%	2877
2025 Q3	$34.4K	Hold	1,616	–	–	﹤0.01%	2797
2025 Q2	$34K	Hold	1,616	–	–	﹤0.01%	2668
2025 Q1	$33.9K	Hold	1,616	–	–	﹤0.01%	2571
2024 Q4	$33.3K	Hold	1,616	–	–	﹤0.01%	2546
2024 Q3	$34.9K	Hold	1,616	–	–	﹤0.01%	2411
2024 Q2	$33.4K	Hold	1,616	–	–	﹤0.01%	2293
2024 Q1	$33.8K	Sell	1,616 -279	-15%	-$5.81K	﹤0.01%	2293
2023 Q4	$40K	Hold	1,895	–	–	﹤0.01%	2086
2023 Q3	$37.8K	Hold	1,895	–	–	﹤0.01%	2037
2023 Q2	$39.3K	Hold	1,895	–	–	﹤0.01%	1982
2023 Q1	$39.8K	Buy	1,895 +279	+17%	+$5.82K	﹤0.01%	1957
2022 Q4	$33.1K	Hold	1,616	–	–	﹤0.01%	2001
2022 Q3	$33K	Hold	1,616	–	–	﹤0.01%	1983
2022 Q2	$35K	Hold	1,616	–	–	﹤0.01%	1970
2022 Q1	$37K	Hold	1,616	–	–	﹤0.01%	2073
2021 Q4	$40K	Hold	1,616	–	–	﹤0.01%	2015
2021 Q3	$40K	Hold	1,616	–	–	﹤0.01%	2003
2021 Q2	$40K	Sell	1,616 -250	-13%	-$6.2K	﹤0.01%	3779
2021 Q1	$46.1K	Hold	1,866	–	–	﹤0.01%	2031
2020 Q4	$48K	Buy	1,866 +178	+11%	+$4.56K	﹤0.01%	1692
2020 Q3	$43K	Sell	1,688 -241	-12%	-$6.22K	﹤0.01%	1565
2020 Q2	$49K	Hold	1,929	–	–	﹤0.01%	1421
2020 Q1	$48K	Hold	1,929	–	–	﹤0.01%	1279
2019 Q4	$47K	Hold	1,929	–	–	﹤0.01%	1425
2019 Q3	$48K	Buy	+1,929	New	+$47.6K	﹤0.01%	1371

Other funds holding NUAG

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's NUAG Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) position steady in Q1 2026 at 1,616 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Steward Partners Investment Advisory first reported a position in NUAG in Q3 2019 and has held it in 27 quarters since. The position peaked at $49K in Q2 2020. 21 funds tracked by Wall St. Rank hold NUAG as of Q1 2026.

Steward Partners Investment Advisory held 1,616 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $34K as of Q1 2026.
Steward Partners Investment Advisory left its Nuveen Enhanced Yield US Aggregate Bond ETF share count unchanged in Q1 2026.
Nuveen Enhanced Yield US Aggregate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2978 holding.
Steward Partners Investment Advisory first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q3 2019 and has held it in 27 quarters since.
Steward Partners Investment Advisory's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $49K in Q2 2020.
21 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.