NURE — NUSHARES ETF TR

Ownership history in Cornerstone Wealth Management, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in NUSHARES ETF TR (NURE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2024 Q4)
Avg. % of fund
0.06%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,707 +143 +0.5% 0.04% $865K $28.16
2025 Q3 REDUCED 30,564 -794 -2.5% 0.05% $880K $28.45
2025 Q2 REDUCED 31,358 -6,958 -18.2% 0.06% $930K $29.00
2025 Q1 ADDED 38,316 +392 +1.0% 0.08% $1.2M $30.21
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NURE price (monthly, adj. close)

Other funds also holding NURE

As of 2025 Q4 — sorted by position size

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.54% KWB Wealth 3Y 0.07% Mezzasalma Advisors, LLC 3Y 0.05% DHJJ Financial Advisors, Ltd. 3Y 0.02% Tower Research Capital LLC (TRC) 3Y 7Y 0.01% Quaker Wealth Management, LLC 3Y 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%
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