Carson Wealth (CWM LLC)’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NURE Stock Details NURE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3	Closed	–	–	4399
2023 Q3	$0	Buy	+3	New	+$88	﹤0.01%	4432

Other funds holding NURE

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NURE Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Short-Term REIT ETF (NURE) in Q4 2023, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in NURE in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 29 funds tracked by Wall St. Rank hold NURE as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining Nuveen Short-Term REIT ETF position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 3 Nuveen Short-Term REIT ETF shares in Q4 2023.
Carson Wealth (CWM LLC) first reported a position in Nuveen Short-Term REIT ETF in Q3 2023 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Nuveen Short-Term REIT ETF position peaked at $0 in Q3 2023.
29 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.