Commonwealth Equity Services
JLS icon

Commonwealth Equity Services’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Commonwealth Equity Services’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
2025
Q4 		– Sell
-18,299
Closed -$343K – 4376
2025
Q3 		$343K Buy
+18,299
New +$345K ﹤0.01% 3512
2013
Q3 		– Sell
-11,514
Closed -$292K – 1894
2013
Q2 		$292K Buy
+11,514
New +$319K 0.01% 1315

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AAM
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Commonwealth Equity Services's JLS Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Nuveen Mortgage and Income Fund (JLS) in Q4 2025, closing a stake of 18,299 shares — an estimated $343K sold.

Commonwealth Equity Services first reported a position in JLS in Q2 2013 and held it in 2 quarters. The position peaked at $343K in Q3 2025. 32 funds tracked by Wall St. Rank hold JLS as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Nuveen Mortgage and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 18,299 Nuveen Mortgage and Income Fund shares in Q4 2025, an estimated $343K.
  • Commonwealth Equity Services first reported a position in Nuveen Mortgage and Income Fund in Q2 2013 and held it in 2 quarters.
  • Commonwealth Equity Services's Nuveen Mortgage and Income Fund position peaked at $343K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.