Farther Finance Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Farther Finance Advisors’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	$5.17K	Hold	296	–	–	﹤0.01%	4781
2026 Q1	$5.4K	Buy	+296	New	+$5.43K	﹤0.01%	4454

Other funds holding JLS

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's JLS Position: Q2 2026 in Review

Farther Finance Advisors held its Nuveen Mortgage and Income Fund (JLS) position steady in Q2 2026 at 296 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #4781.

Farther Finance Advisors first reported a position in JLS in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.4K in Q1 2026. 5 funds tracked by Wall St. Rank hold JLS as of Q2 2026.

Farther Finance Advisors held 296 shares of Nuveen Mortgage and Income Fund worth $5.17K as of Q2 2026.
Farther Finance Advisors left its Nuveen Mortgage and Income Fund share count unchanged in Q2 2026.
Nuveen Mortgage and Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4781 holding.
Farther Finance Advisors first reported a position in Nuveen Mortgage and Income Fund in Q1 2026 and has held it in 2 quarters since.
Farther Finance Advisors's Nuveen Mortgage and Income Fund position peaked at $5.4K in Q1 2026.
5 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.