Creative Planning
JLS icon

Creative Planning’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Creative Planning’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
Q1 		– Sell
-700
Closed -$12.6K – 3602
2024
Q4 		$12.6K Buy
+700
New +$12.8K ﹤0.01% 3372

Other funds holding JLS

SIA
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
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Creative Planning's JLS Position: Q1 2025 in Review

Creative Planning sold out of Nuveen Mortgage and Income Fund (JLS) in Q1 2025, closing a stake of 700 shares — an estimated $12.6K sold.

Creative Planning first reported a position in JLS in Q4 2024 and held it in 1 quarter. The position peaked at $12.6K in Q4 2024. 26 funds tracked by Wall St. Rank hold JLS as of Q1 2025.

  • Creative Planning reported no remaining Nuveen Mortgage and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 700 Nuveen Mortgage and Income Fund shares in Q1 2025, an estimated $12.6K.
  • Creative Planning first reported a position in Nuveen Mortgage and Income Fund in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Nuveen Mortgage and Income Fund position peaked at $12.6K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.