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Stratos Wealth Partners’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Stratos Wealth Partners’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
2022
Q3 		– Sell
-23,722
Closed -$511K – 1200
2022
Q2 		$511K Sell
23,722
-6,759
-22% -$148K 0.01% 723
2022
Q1 		$700K Buy
+30,481
New +$719K 0.02% 675

Other funds holding NUAG

AssetMark Inc
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return

Stratos Wealth Partners's NUAG Position: Q3 2022 in Review

Stratos Wealth Partners sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q3 2022, closing a stake of 23,722 shares — an estimated $511K sold.

Stratos Wealth Partners first reported a position in NUAG in Q1 2022 and held it in 2 quarters. The position peaked at $700K in Q1 2022. 35 funds tracked by Wall St. Rank hold NUAG as of Q3 2022.

  • Stratos Wealth Partners reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 23,722 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q3 2022, an estimated $511K.
  • Stratos Wealth Partners first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Stratos Wealth Partners's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $700K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q3 2022.

Based on Stratos Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.