Westside Investment Management’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Westside Investment 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
2024 Q2	–	Sell	-75	Closed	-$2.26K	–	1000
2024 Q1	$2.29K	Hold	75	–	–	﹤0.01%	820
2023 Q4	$2.32K	Sell	75 -150	-67%	-$4.18K	﹤0.01%	783
2023 Q3	$6.11K	Hold	225	–	–	﹤0.01%	663
2023 Q2	$6.84K	Hold	225	–	–	﹤0.01%	652
2023 Q1	$6.69K	Hold	225	–	–	﹤0.01%	661
2022 Q4	$6	Hold	225	–	–	﹤0.01%	684
2022 Q3	$6	Hold	225	–	–	﹤0.01%	670
2022 Q2	$7	Hold	225	–	–	﹤0.01%	645
2022 Q1	$8	Buy	225 +150	+200%	+$5.72K	﹤0.01%	639
2021 Q4	$3	Hold	75	–	–	﹤0.01%	722
2021 Q3	$2	Hold	75	–	–	﹤0.01%	723
2021 Q2	$2	Buy	+75	New	+$2.45K	﹤0.01%	708

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 $2.33B AUM 25.21% 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

Westside Investment Management's NURE Position: Q2 2024 in Review

Westside Investment Management sold out of Nuveen Short-Term REIT ETF (NURE) in Q2 2024, closing a stake of 75 shares — an estimated $2.26K sold.

Westside Investment Management first reported a position in NURE in Q2 2021 and held it in 12 quarters. The position peaked at $6.84K in Q2 2023. 27 funds tracked by Wall St. Rank hold NURE as of Q2 2024.

Westside Investment Management reported no remaining Nuveen Short-Term REIT ETF position as of Q2 2024 after selling out during the quarter.
Westside Investment Management sold 75 Nuveen Short-Term REIT ETF shares in Q2 2024, an estimated $2.26K.
Westside Investment Management first reported a position in Nuveen Short-Term REIT ETF in Q2 2021 and held it in 12 quarters.
Westside Investment Management's Nuveen Short-Term REIT ETF position peaked at $6.84K in Q2 2023.
27 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q2 2024.

Based on Westside Investment Management's 13F filing for Q2 2024, filed 17 Jul 2024.