Foresight Wealth Management’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Foresight Wealth Management’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
2022 Q4	–	Sell	-11,258	Closed	-$181K	–	56
2022 Q3	$181K	Buy	11,258 +729	+7%	+$12.2K	0.04%	91
2022 Q2	$174K	Sell	10,529 -655	-6%	-$11.3K	0.04%	101
2022 Q1	$204K	Sell	11,184 -19,388	-63%	-$375K	0.04%	99
2021 Q4	$641K	Buy	30,572 +4,918	+19%	+$103K	0.01%	66
2021 Q3	$532K	Buy	+25,654	New	+$540K	0.11%	68

Other funds holding JLS

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Envestnet Asset Management

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return