Cetera Investment Advisers’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Cetera Investment Advisers’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	$332K	Sell	19,021 -21,017	-52%	-$381K	﹤0.01%	4067
2026 Q1	$726K	Buy	40,038 +22,527	+129%	+$413K	﹤0.01%	3186
2025 Q4	$319K	Buy	17,511 +1,437	+9%	+$26.7K	﹤0.01%	3857
2025 Q3	$301K	Buy	16,074 +2,725	+20%	+$51.4K	﹤0.01%	3829
2025 Q2	$250K	Buy	13,349 +549	+4%	+$9.94K	﹤0.01%	3549
2025 Q1	$240K	Buy	12,800 +227	+2%	+$4.25K	﹤0.01%	3455
2024 Q4	$226K	Buy	12,573 +417	+3%	+$7.65K	﹤0.01%	3337
2024 Q3	$224K	Buy	12,156 +1,154	+10%	+$20.9K	﹤0.01%	3300
2024 Q2	$198K	Buy	11,002 +195	+2%	+$3.43K	﹤0.01%	3363
2024 Q1	$192K	Buy	+10,807	New	+$186K	﹤0.01%	3370

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

Cetera Investment Advisers's JLS Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Nuveen Mortgage and Income Fund (JLS) stake by 52% in Q2 2026, selling an estimated $381K and leaving 19,021 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #4067.

Cetera Investment Advisers first reported a position in JLS in Q1 2024 and has held it in 10 quarters since. The position peaked at $726K in Q1 2026. 33 funds tracked by Wall St. Rank hold JLS as of Q2 2026.

Cetera Investment Advisers held 19,021 shares of Nuveen Mortgage and Income Fund worth $332K as of Q2 2026.
Cetera Investment Advisers sold 21,017 Nuveen Mortgage and Income Fund shares in Q2 2026, an estimated $381K.
Nuveen Mortgage and Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4067 holding.
Cetera Investment Advisers first reported a position in Nuveen Mortgage and Income Fund in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Nuveen Mortgage and Income Fund position peaked at $726K in Q1 2026.
33 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.