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 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 $4.93B AUM 12.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers's JLS Position: Q1 2026 in Review

Cetera Investment Advisers increased its Nuveen Mortgage and Income Fund (JLS) stake by 129% in Q1 2026, buying an estimated $413K and bringing the position to 40,038 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #3186.

Cetera Investment Advisers first reported a position in JLS in Q1 2024 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold JLS as of Q1 2026.

Cetera Investment Advisers held 40,038 shares of Nuveen Mortgage and Income Fund worth $726K as of Q1 2026.
Cetera Investment Advisers bought 22,527 Nuveen Mortgage and Income Fund shares in Q1 2026, an estimated $413K.
Nuveen Mortgage and Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3186 holding.
Cetera Investment Advisers first reported a position in Nuveen Mortgage and Income Fund in Q1 2024 and has held it in 9 quarters since.
32 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.