Syverson Strege & Co’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Syverson Strege & Co’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
2022 Q4	–	Sell	-1,433	Closed	-$28K	–	329
2022 Q3	$28K	Hold	1,433	–	–	0.01%	146
2022 Q2	$29K	Hold	1,433	–	–	0.01%	162
2022 Q1	$33K	Hold	1,433	–	–	0.04%	146
2021 Q4	$35K	Hold	1,433	–	–	0.03%	155
2021 Q3	$35K	Hold	1,433	–	–	0.03%	161
2021 Q2	$36K	Hold	1,433	–	–	0.03%	152
2021 Q1	$35K	Hold	1,433	–	–	0.04%	141
2020 Q4	$36K	Buy	+1,433	New	+$35.5K	0.03%	130

Other funds holding NUHY

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Syverson Strege & Co's NUHY Position: Q4 2022 in Review

Syverson Strege & Co sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q4 2022, closing a stake of 1,433 shares — an estimated $28K sold.

Syverson Strege & Co first reported a position in NUHY in Q4 2020 and held it in 8 quarters. The position peaked at $36K in Q2 2021. 42 funds tracked by Wall St. Rank hold NUHY as of Q4 2022.

Syverson Strege & Co reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Syverson Strege & Co sold 1,433 Nuveen ESG High Yield Corporate Bond ETF shares in Q4 2022, an estimated $28K.
Syverson Strege & Co first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Syverson Strege & Co's Nuveen ESG High Yield Corporate Bond ETF position peaked at $36K in Q2 2021.
42 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q4 2022.

Based on Syverson Strege & Co's 13F filing for Q4 2022, filed 7 Feb 2023.