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Summit Wealth Group (Colorado)’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio NUHY Stock Details NUHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,208
Closed -$756K – 387
2025
Q3 		$756K Buy
+17,208
New +$372K 0.12% 114

Other funds holding NUHY

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Wealth Group (Colorado)'s NUHY Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q4 2025, closing a stake of 17,208 shares — an estimated $756K sold.

Summit Wealth Group (Colorado) first reported a position in NUHY in Q3 2025 and held it in 1 quarter. The position peaked at $756K in Q3 2025. 58 funds tracked by Wall St. Rank hold NUHY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 17,208 Nuveen ESG High Yield Corporate Bond ETF shares in Q4 2025, an estimated $756K.
  • Summit Wealth Group (Colorado) first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Nuveen ESG High Yield Corporate Bond ETF position peaked at $756K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.