WCG Wealth Advisors’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

WCG Wealth Advisors’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
2023 Q2	–	Sell	-91,421	Closed	-$1.9M	–	181
2023 Q1	$1.9M	Buy	91,421 +2,871	+3%	+$59.1K	0.24%	79
2022 Q4	$1.79M	Buy	88,550 +12,547	+17%	+$255K	0.25%	77
2022 Q3	$1.65M	Buy	76,003 +8,087	+12%	+$169K	0.22%	92
2022 Q2	$1.38M	Buy	+67,916	New	+$1.47M	0.19%	97

Other funds holding NUHY

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WCG Wealth Advisors's NUHY Position: Q2 2023 in Review

WCG Wealth Advisors sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q2 2023, closing a stake of 91,421 shares — an estimated $1.9M sold.

WCG Wealth Advisors first reported a position in NUHY in Q2 2022 and held it in 4 quarters. The position peaked at $1.9M in Q1 2023. 48 funds tracked by Wall St. Rank hold NUHY as of Q2 2023.

WCG Wealth Advisors reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
WCG Wealth Advisors sold 91,421 Nuveen ESG High Yield Corporate Bond ETF shares in Q2 2023, an estimated $1.9M.
WCG Wealth Advisors first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
WCG Wealth Advisors's Nuveen ESG High Yield Corporate Bond ETF position peaked at $1.9M in Q1 2023.
48 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q2 2023.

Based on WCG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.