Nova Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Nova Wealth Management’s Portfolio IGR Stock Details IGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.4K	Hold	7,897	–	–	0.02%	258
2026 Q1	$34.7K	Hold	7,897	–	–	0.02%	243
2025 Q4	$34.6K	Hold	7,897	–	–	0.02%	233
2025 Q3	$40.6K	Hold	7,897	–	–	0.03%	220
2025 Q2	$41.8K	Hold	7,897	–	–	0.03%	226
2025 Q1	$40.7K	Hold	7,897	–	–	0.04%	218
2024 Q4	$38K	Buy	+7,897	New	+$44.9K	0.03%	187

Other funds holding IGR

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return