Atomi Financial Group’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Atomi Financial Group’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
2026 Q2	$732K	Buy	41,876 +267	+0.6%	+$4.84K	0.02%	609
2026 Q1	$754K	Sell	41,609 -96	-0.2%	-$1.76K	0.02%	537
2025 Q4	$759K	Buy	41,705 +28,863	+225%	+$537K	0.02%	508
2025 Q3	$240K	Buy	12,842 +290	+2%	+$5.47K	0.01%	1013
2025 Q2	$235K	Buy	12,552 +1,841	+17%	+$33.3K	0.01%	959
2025 Q1	$201K	Buy	10,711 +524	+5%	+$9.82K	0.01%	981
2024 Q4	$183K	Sell	10,187 -202	-2%	-$3.7K	0.01%	924
2024 Q3	$191K	Buy	+10,389	New	+$188K	0.01%	865

Other funds holding JLS

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atomi Financial Group's JLS Position: Q2 2026 in Review

Atomi Financial Group increased its Nuveen Mortgage and Income Fund (JLS) stake by 0.64% in Q2 2026, buying an estimated $4.84K and bringing the position to 41,876 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #609.

Atomi Financial Group first reported a position in JLS in Q3 2024 and has held it in 8 quarters since. The position peaked at $759K in Q4 2025. 33 funds tracked by Wall St. Rank hold JLS as of Q2 2026.

Atomi Financial Group held 41,876 shares of Nuveen Mortgage and Income Fund worth $732K as of Q2 2026.
Atomi Financial Group bought 267 Nuveen Mortgage and Income Fund shares in Q2 2026, an estimated $4.84K.
Nuveen Mortgage and Income Fund made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #609 holding.
Atomi Financial Group first reported a position in Nuveen Mortgage and Income Fund in Q3 2024 and has held it in 8 quarters since.
Atomi Financial Group's Nuveen Mortgage and Income Fund position peaked at $759K in Q4 2025.
33 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.