Level Four Advisory Services’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Level Four Advisory Services’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
2024 Q2	–	Sell	-12,507	Closed	-$386K	–	843
2024 Q1	$386K	Hold	12,507	–	–	0.02%	541
2023 Q4	$386K	Hold	12,507	–	–	0.02%	540
2023 Q3	$340K	Hold	12,507	–	–	0.02%	546
2023 Q2	$380K	Hold	12,507	–	–	0.02%	555
2023 Q1	$372K	Buy	+12,507	New	+$378K	0.02%	531

Other funds holding NURE

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

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

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

TRCT

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

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

ACP

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

CWM

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

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

Level Four Advisory Services's NURE Position: Q2 2024 in Review

Level Four Advisory Services sold out of Nuveen Short-Term REIT ETF (NURE) in Q2 2024, closing a stake of 12,507 shares — an estimated $386K sold.

Level Four Advisory Services first reported a position in NURE in Q1 2023 and held it in 5 quarters. The position peaked at $386K in Q1 2024. 27 funds tracked by Wall St. Rank hold NURE as of Q2 2024.

Level Four Advisory Services reported no remaining Nuveen Short-Term REIT ETF position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 12,507 Nuveen Short-Term REIT ETF shares in Q2 2024, an estimated $386K.
Level Four Advisory Services first reported a position in Nuveen Short-Term REIT ETF in Q1 2023 and held it in 5 quarters.
Level Four Advisory Services's Nuveen Short-Term REIT ETF position peaked at $386K in Q1 2024.
27 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.