Wealth Enhancement Advisory Services
NUBD icon

Wealth Enhancement Advisory Services’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NUBD Stock Details NUBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$272K Buy
12,403
+1
+0% +$22 ﹤0.01% 3294
2026
Q1 		$275K Sell
12,402
-14,880
-55% -$333K ﹤0.01% 2861
2025
Q4 		$611K Sell
27,282
-4,083
-13% -$91.8K ﹤0.01% 2335
2025
Q3 		$704K Buy
31,365
+9
+0% +$200 ﹤0.01% 2102
2025
Q2 		$692K Sell
31,356
-3,298
-10% -$72.4K ﹤0.01% 1975
2025
Q1 		$769K Sell
34,654
-3,763
-10% -$82.5K ﹤0.01% 1761
2024
Q4 		$837K Sell
38,417
-2,775
-7% -$61.3K ﹤0.01% 1640
2024
Q3 		$935K Sell
41,192
-1,478
-3% -$33.1K ﹤0.01% 1445
2024
Q2 		$931K Buy
42,670
+203
+0.5% +$4.39K ﹤0.01% 1313
2024
Q1 		$933K Buy
42,467
+2,622
+7% +$57.6K ﹤0.01% 1267
2023
Q4 		$887K Buy
39,845
+17,288
+77% +$369K ﹤0.01% 1218
2023
Q3 		$476K Buy
+22,557
New +$487K ﹤0.01% 1453

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AIFS
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WAP
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AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM