Concourse Financial Group Securities’s Nuveen Global High Income Fund JGH Stock Holding History

Concourse Financial Group Securities’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	-810	Closed	-$10.7K	–	1116
2024 Q4	$10.7K	Hold	810	–	–	﹤0.01%	1708
2024 Q3	$10.9K	Hold	810	–	–	﹤0.01%	1674
2024 Q2	$10.4K	Hold	810	–	–	﹤0.01%	1676
2024 Q1	$10.4K	Hold	810	–	–	﹤0.01%	1691
2023 Q4	$9.88K	Hold	810	–	–	﹤0.01%	1684
2023 Q3	$9.35K	Hold	810	–	–	﹤0.01%	1666
2023 Q2	$9.13K	Hold	810	–	–	﹤0.01%	1676
2023 Q1	$9.07K	Hold	810	–	–	﹤0.01%	1690
2022 Q4	$9.11K	Hold	810	–	–	﹤0.01%	1687
2022 Q3	$9K	Hold	810	–	–	﹤0.01%	1510
2022 Q2	$9K	Hold	810	–	–	﹤0.01%	1690
2022 Q1	$12K	Hold	810	–	–	﹤0.01%	1634
2021 Q4	$13K	Sell	810 -811	-50%	-$12.8K	﹤0.01%	1782
2021 Q3	$26K	Hold	1,621	–	–	﹤0.01%	1564
2021 Q2	$26K	Hold	1,621	–	–	﹤0.01%	1559
2021 Q1	$25K	Hold	1,621	–	–	﹤0.01%	1495
2020 Q4	$25K	Hold	1,621	–	–	﹤0.01%	1384
2020 Q3	$22K	Buy	+1,621	New	+$22.5K	﹤0.01%	1329

Other funds holding JGH

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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 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

Concourse Financial Group Securities's JGH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Nuveen Global High Income Fund (JGH) in Q1 2025, closing a stake of 810 shares — an estimated $10.7K sold.

Concourse Financial Group Securities first reported a position in JGH in Q3 2020 and held it in 18 quarters. The position peaked at $26K in Q3 2021. 61 funds tracked by Wall St. Rank hold JGH as of Q1 2025.

Concourse Financial Group Securities reported no remaining Nuveen Global High Income Fund position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 810 Nuveen Global High Income Fund shares in Q1 2025, an estimated $10.7K.
Concourse Financial Group Securities first reported a position in Nuveen Global High Income Fund in Q3 2020 and held it in 18 quarters.
Concourse Financial Group Securities's Nuveen Global High Income Fund position peaked at $26K in Q3 2021.
61 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.