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Avior Wealth Management’s Nuveen Global High Income Fund JGH Stock Holding History

Avior Wealth Management’s Portfolio JGH Stock Details JGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,136
Closed -$27.4K – 1565
2024
Q4 		$27.4K Sell
2,136
-143
-6% -$1.87K ﹤0.01% 1339
2024
Q3 		$30.5K Buy
2,279
+984
+76% +$12.6K ﹤0.01% 1280
2024
Q2 		$16.6K Sell
1,295
-1,093
-46% -$13.9K ﹤0.01% 1386
2024
Q1 		$30.5K Buy
+2,388
New +$29.9K ﹤0.01% 1435

Other funds holding JGH

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Avior Wealth Management's JGH Position: Q1 2025 in Review

Avior Wealth Management sold out of Nuveen Global High Income Fund (JGH) in Q1 2025, closing a stake of 2,136 shares — an estimated $27.4K sold.

Avior Wealth Management first reported a position in JGH in Q1 2024 and held it in 4 quarters. The position peaked at $30.5K in Q1 2024. 61 funds tracked by Wall St. Rank hold JGH as of Q1 2025.

  • Avior Wealth Management reported no remaining Nuveen Global High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,136 Nuveen Global High Income Fund shares in Q1 2025, an estimated $27.4K.
  • Avior Wealth Management first reported a position in Nuveen Global High Income Fund in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Nuveen Global High Income Fund position peaked at $30.5K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.