Stratos Wealth Partners’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Stratos Wealth Partners’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
2026 Q2	$357K	Hold	15,415	–	–	﹤0.01%	1308
2026 Q1	$359K	Hold	15,415	–	–	﹤0.01%	1228
2025 Q4	$360K	Sell	15,415 -875	-5%	-$20.5K	﹤0.01%	1181
2025 Q3	$382K	Hold	16,290	–	–	﹤0.01%	1139
2025 Q2	$380K	Sell	16,290 -2,342	-13%	-$54.4K	0.01%	1042
2025 Q1	$434K	Sell	18,632 -1,418	-7%	-$32.8K	0.01%	940
2024 Q4	$460K	Buy	20,050 +235	+1%	+$5.42K	0.01%	973
2024 Q3	$465K	Sell	19,815 -895	-4%	-$20.8K	0.01%	963
2024 Q2	$475K	Sell	20,710 -1,450	-7%	-$33K	0.01%	919
2024 Q1	$507K	Sell	22,160 -500	-2%	-$11.5K	0.01%	889
2023 Q4	$522K	Buy	22,660 +1,750	+8%	+$39.7K	0.01%	864
2023 Q3	$474K	Sell	20,910 -1,840	-8%	-$41.8K	0.01%	839
2023 Q2	$520K	Buy	22,750 +585	+3%	+$13.4K	0.01%	751
2023 Q1	$511K	Sell	22,165 -1,435	-6%	-$32.9K	0.01%	695
2022 Q4	$536K	Sell	23,600 -4,000	-14%	-$90.6K	0.01%	711
2022 Q3	$624K	Hold	27,600	–	–	0.02%	613
2022 Q2	$642K	Sell	27,600 -3,044	-10%	-$71.2K	0.02%	640
2022 Q1	$729K	Hold	30,644	–	–	0.02%	658
2021 Q4	$758K	Sell	30,644 -6,500	-17%	-$162K	0.02%	653
2021 Q3	$932K	Sell	37,144 -200	-0.5%	-$5.04K	0.02%	541
2021 Q2	$943K	Buy	37,344 +4,899	+15%	+$124K	0.02%	565
2021 Q1	$821K	Hold	32,445	–	–	0.02%	554
2020 Q4	$828K	Buy	32,445 +2,030	+7%	+$51.8K	0.02%	513
2020 Q3	$777K	Buy	30,415 +4,925	+19%	+$126K	0.03%	481
2020 Q2	$653K	Hold	25,490	–	–	0.02%	504
2020 Q1	$635K	Buy	25,490 +470	+2%	+$11.7K	0.03%	448
2019 Q4	$624K	Buy	25,020 +10,745	+75%	+$269K	0.02%	531
2019 Q3	$358K	Hold	14,275	–	–	0.02%	668
2019 Q2	$356K	Buy	+14,275	New	+$353K	0.02%	666

Other funds holding NUSA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stratos Wealth Partners's NUSA Position: Q2 2026 in Review

Stratos Wealth Partners held its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) position steady in Q2 2026 at 15,415 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Stratos Wealth Partners first reported a position in NUSA in Q2 2019 and has held it in 29 quarters since. The position peaked at $943K in Q2 2021. 23 funds tracked by Wall St. Rank hold NUSA as of Q2 2026.

Stratos Wealth Partners held 15,415 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $357K as of Q2 2026.
Stratos Wealth Partners left its Nuveen ESG 1-5 Year US Aggregate Bond ETF share count unchanged in Q2 2026.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1308 holding.
Stratos Wealth Partners first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
Stratos Wealth Partners's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $943K in Q2 2021.
23 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.