Apollon Wealth Management
JLS icon

Apollon Wealth Management’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Apollon Wealth Management’s Portfolio JLS Stock Details JLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-21,755
Closed -$397K – 779
2022
Q1 		$397K Buy
21,755
+3,831
+21% +$74.2K 0.03% 522
2021
Q4 		$376K Buy
+17,924
New +$376K 0.03% 527

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Apollon Wealth Management's JLS Position: Q2 2022 in Review

Apollon Wealth Management sold out of Nuveen Mortgage and Income Fund (JLS) in Q2 2022, closing a stake of 21,755 shares — an estimated $397K sold.

Apollon Wealth Management first reported a position in JLS in Q4 2021 and held it in 2 quarters. The position peaked at $397K in Q1 2022. 37 funds tracked by Wall St. Rank hold JLS as of Q2 2022.

  • Apollon Wealth Management reported no remaining Nuveen Mortgage and Income Fund position as of Q2 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 21,755 Nuveen Mortgage and Income Fund shares in Q2 2022, an estimated $397K.
  • Apollon Wealth Management first reported a position in Nuveen Mortgage and Income Fund in Q4 2021 and held it in 2 quarters.
  • Apollon Wealth Management's Nuveen Mortgage and Income Fund position peaked at $397K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2022.

Based on Apollon Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.