AWA
JLS icon

Arkadios Wealth Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Arkadios Wealth Advisors’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
2021
Q3 		– Sell
-325
Closed -$6K – 1956
2021
Q2 		$6K Buy
325
+261
+408% +$5.47K ﹤0.01% 1672
2021
Q1 		$1K Sell
64
-26
-29% -$526 ﹤0.01% 1593
2020
Q4 		$1K Buy
+90
New +$1.72K ﹤0.01% 1323

Other funds holding JLS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Arkadios Wealth Advisors's JLS Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen Mortgage and Income Fund (JLS) in Q3 2021, closing a stake of 325 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in JLS in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 30 funds tracked by Wall St. Rank hold JLS as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Nuveen Mortgage and Income Fund position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 325 Nuveen Mortgage and Income Fund shares in Q3 2021, an estimated $6K.
  • Arkadios Wealth Advisors first reported a position in Nuveen Mortgage and Income Fund in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Nuveen Mortgage and Income Fund position peaked at $6K in Q2 2021.
  • 30 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.