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Saxon Interests’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Saxon Interests’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
Q3 		– Sell
-7,650
Closed -$233K – 155
2023
Q2 		$233K Sell
7,650
-689
-8% -$20.7K 0.12% 149
2023
Q1 		$248K Sell
8,339
-97,131
-92% -$2.93M 0.14% 150
2022
Q4 		$3.01M Buy
105,470
+15,749
+18% +$465K 1.72% 12
2022
Q3 		$2.7M Buy
89,721
+11,027
+14% +$370K 1.65% 18
2022
Q2 		$2.53M Sell
78,694
-18,433
-19% -$659K 1.53% 19
2022
Q1 		$3.8M Buy
97,127
+67,334
+226% +$2.57M 2.02% 13
2021
Q4 		$1.17M Buy
+29,793
New +$1.14M 0.66% 36

Other funds holding NURE

HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return