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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
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 $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atomi Financial Group's JLS Position: Q1 2026 in Review

Atomi Financial Group reduced its Nuveen Mortgage and Income Fund (JLS) stake by 0.23% in Q1 2026, selling an estimated $1.76K and leaving 41,609 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #537.

Atomi Financial Group first reported a position in JLS in Q3 2024 and has held it in 7 quarters since. The position peaked at $759K in Q4 2025. 32 funds tracked by Wall St. Rank hold JLS as of Q1 2026.

  • Atomi Financial Group held 41,609 shares of Nuveen Mortgage and Income Fund worth $754K as of Q1 2026.
  • Atomi Financial Group sold 96 Nuveen Mortgage and Income Fund shares in Q1 2026, an estimated $1.76K.
  • Nuveen Mortgage and Income Fund made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #537 holding.
  • Atomi Financial Group first reported a position in Nuveen Mortgage and Income Fund in Q3 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's Nuveen Mortgage and Income Fund position peaked at $759K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.