Highline Wealth Partners’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Highline Wealth Partners’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	$2.62K	Hold	150	–	–	﹤0.01%	1121
2026 Q1	$2.72K	Hold	150	–	–	﹤0.01%	970
2025 Q4	$2.73K	Buy	+150	New	+$2.79K	﹤0.01%	785

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highline Wealth Partners's JLS Position: Q2 2026 in Review

Highline Wealth Partners held its Nuveen Mortgage and Income Fund (JLS) position steady in Q2 2026 at 150 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Highline Wealth Partners first reported a position in JLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.73K in Q4 2025. 5 funds tracked by Wall St. Rank hold JLS as of Q2 2026.

Highline Wealth Partners held 150 shares of Nuveen Mortgage and Income Fund worth $2.62K as of Q2 2026.
Highline Wealth Partners left its Nuveen Mortgage and Income Fund share count unchanged in Q2 2026.
Nuveen Mortgage and Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1121 holding.
Highline Wealth Partners first reported a position in Nuveen Mortgage and Income Fund in Q4 2025 and has held it in 3 quarters since.
Highline Wealth Partners's Nuveen Mortgage and Income Fund position peaked at $2.73K in Q4 2025.
5 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.