IFP Advisors’s Nuveen Short-Term REIT ETF NURE Stock Holding History

IFP Advisors’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
2026 Q1	$5.82K	Hold	214	–	–	﹤0.01%	3430
2025 Q4	$6.03K	Hold	214	–	–	﹤0.01%	3317
2025 Q3	$6.16K	Hold	214	–	–	﹤0.01%	3132
2025 Q2	$6.34K	Hold	214	–	–	﹤0.01%	3203
2025 Q1	$6.69K	Hold	214	–	–	﹤0.01%	2721
2024 Q4	$6.8K	Hold	214	–	–	﹤0.01%	2685
2024 Q3	$7.26K	Hold	214	–	–	﹤0.01%	2543
2024 Q2	$6.65K	Hold	214	–	–	﹤0.01%	2479
2024 Q1	$6.55K	Sell	214 -251	-54%	-$7.55K	﹤0.01%	2379
2023 Q4	$14.4K	Buy	+465	New	+$13K	﹤0.01%	2050
2023 Q2	–	Sell	-1,692	Closed	-$45.7K	–	3534
2023 Q1	$45.7K	Sell	1,692 -2,618	-61%	-$79.1K	﹤0.01%	1624
2022 Q4	$116K	Sell	4,310 -1,500	-26%	-$44.3K	﹤0.01%	1665
2022 Q3	$157K	Hold	5,810	–	–	﹤0.01%	1558
2022 Q2	$157K	Hold	5,810	–	–	0.01%	1423
2022 Q1	$157K	Buy	5,810 +4,642	+397%	+$177K	0.01%	1423
2021 Q4	$47K	Buy	1,168 +758	+185%	+$28.9K	﹤0.01%	1576
2021 Q3	$14K	Buy	+410	New	+$14.8K	﹤0.01%	2138

Other funds holding NURE

Bank of America

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $113M AUM 13.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return