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 Q3	$648K	Sell	39,591 -2,285	-5%	-$38.9K	0.02%	662
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%	+$9.8K	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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Atomi Financial Group's JLS Position: Q3 2026 in Review

Atomi Financial Group reduced its Nuveen Mortgage and Income Fund (JLS) stake by 5.5% in Q3 2026, selling an estimated $38.9K and leaving 39,591 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #662.

Atomi Financial Group first reported a position in JLS in Q3 2024 and has held it in 9 quarters since. The position peaked at $759K in Q4 2025. 26 funds tracked by Wall St. Rank hold JLS as of Q3 2026.

Atomi Financial Group held 39,591 shares of Nuveen Mortgage and Income Fund worth $648K as of Q3 2026.
Atomi Financial Group sold 2,285 Nuveen Mortgage and Income Fund shares in Q3 2026, an estimated $38.9K.
Nuveen Mortgage and Income Fund made up 0.02% of Atomi Financial Group's portfolio in Q3 2026, its #662 holding.
Atomi Financial Group first reported a position in Nuveen Mortgage and Income Fund in Q3 2024 and has held it in 9 quarters since.
Atomi Financial Group's Nuveen Mortgage and Income Fund position peaked at $759K in Q4 2025.
26 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.