GI
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Gradient Investments’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-344
Closed -$5.81K – 1544
2023
Q4 		$5.81K Buy
+344
New +$5.62K ﹤0.01% 960

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Gradient Investments's JLS Position: Q1 2024 in Review

Gradient Investments sold out of Nuveen Mortgage and Income Fund (JLS) in Q1 2024, closing a stake of 344 shares — an estimated $5.81K sold.

Gradient Investments first reported a position in JLS in Q4 2023 and held it in 1 quarter. The position peaked at $5.81K in Q4 2023. 30 funds tracked by Wall St. Rank hold JLS as of Q1 2024.

  • Gradient Investments reported no remaining Nuveen Mortgage and Income Fund position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 344 Nuveen Mortgage and Income Fund shares in Q1 2024, an estimated $5.81K.
  • Gradient Investments first reported a position in Nuveen Mortgage and Income Fund in Q4 2023 and held it in 1 quarter.
  • Gradient Investments's Nuveen Mortgage and Income Fund position peaked at $5.81K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.