Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$215K Buy
11,879
+1,022
+9% +$18.7K ﹤0.01% 3612
2025
Q4 		$197K Buy
+10,857
New +$202K ﹤0.01% 3581

Other funds holding JLS

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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

Cambridge Investment Research Advisors's JLS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Nuveen Mortgage and Income Fund (JLS) stake by 9.4% in Q1 2026, buying an estimated $18.7K and bringing the position to 11,879 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #3612.

Cambridge Investment Research Advisors first reported a position in JLS in Q4 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold JLS as of Q1 2026.

  • Cambridge Investment Research Advisors held 11,879 shares of Nuveen Mortgage and Income Fund worth $215K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 1,022 Nuveen Mortgage and Income Fund shares in Q1 2026, an estimated $18.7K.
  • Nuveen Mortgage and Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3612 holding.
  • Cambridge Investment Research Advisors first reported a position in Nuveen Mortgage and Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.