UWM
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USAdvisors Wealth Management’s Nuveen Short-Term REIT ETF NURE Stock Holding History

USAdvisors Wealth Management’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
-10,693
Closed -$290K – 131
2023
Q3 		$290K Buy
10,693
+399
+4% +$11.8K 0.13% 93
2023
Q2 		$317K Buy
+10,294
New +$309K 0.15% 86

Other funds holding NURE

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

USAdvisors Wealth Management's NURE Position: Q4 2023 in Review

USAdvisors Wealth Management sold out of Nuveen Short-Term REIT ETF (NURE) in Q4 2023, closing a stake of 10,693 shares — an estimated $290K sold.

USAdvisors Wealth Management first reported a position in NURE in Q2 2023 and held it in 2 quarters. The position peaked at $317K in Q2 2023. 29 funds tracked by Wall St. Rank hold NURE as of Q4 2023.

  • USAdvisors Wealth Management reported no remaining Nuveen Short-Term REIT ETF position as of Q4 2023 after selling out during the quarter.
  • USAdvisors Wealth Management sold 10,693 Nuveen Short-Term REIT ETF shares in Q4 2023, an estimated $290K.
  • USAdvisors Wealth Management first reported a position in Nuveen Short-Term REIT ETF in Q2 2023 and held it in 2 quarters.
  • USAdvisors Wealth Management's Nuveen Short-Term REIT ETF position peaked at $317K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q4 2023.

Based on USAdvisors Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.