IA
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IFP Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History

IFP 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
2025
Q3 		– Sell
-13,259
Closed -$248K – 4888
2025
Q2 		$248K Sell
13,259
-21,698
-62% -$393K 0.01% 1163
2025
Q1 		$656K Buy
34,957
+3,059
+10% +$57.3K 0.02% 687
2024
Q4 		$574K Buy
31,898
+1,343
+4% +$24.6K 0.02% 690
2024
Q3 		$563K Sell
30,555
-514
-2% -$9.31K 0.02% 651
2024
Q2 		$560K Buy
31,069
+8,979
+41% +$158K 0.02% 619
2024
Q1 		$392K Sell
22,090
-878
-4% -$15.1K 0.02% 693
2023
Q4 		$388K Sell
22,968
-309
-1% -$5.05K 0.02% 668
2023
Q3 		$370K Buy
23,277
+4,924
+27% +$80.1K 0.02% 697
2023
Q2 		$296K Buy
18,353
+13,201
+256% +$210K 0.01% 842
2023
Q1 		$121K Sell
5,152
-4,608
-47% -$76K 0.01% 1157
2022
Q4 		$229K Sell
9,760
-288
-3% -$4.59K 0.01% 1289
2022
Q3 		$236K Buy
10,048
+10,044
+251,100% +$168K 0.01% 1312
2022
Q2 		$1K Hold
4
– – ﹤0.01% 4361
2022
Q1 		$1K Buy
+4
New +$77 ﹤0.01% 4360
2019
Q1 		– Sell
-218
Closed -$5K – 2899
2018
Q4 		$5K Hold
218
– – ﹤0.01% 2845
2018
Q3 		$5K Buy
+218
New +$5.17K ﹤0.01% 3207
2017
Q4 		– Sell
-412
Closed -$10K – 3951
2017
Q3 		$10K Hold
412
– – ﹤0.01% 3017
2017
Q2 		$11K Hold
412
– – ﹤0.01% 2949
2017
Q1 		$10K Hold
412
– – ﹤0.01% 2915
2016
Q4 		$10K Hold
412
– – ﹤0.01% 2901
2016
Q3 		$10K Hold
412
– – ﹤0.01% 2836
2016
Q2 		$10K Buy
+412
New +$9.42K ﹤0.01% 2743

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.09B AUM 34.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFP Advisors's JLS Position: Q3 2025 in Review

IFP Advisors sold out of Nuveen Mortgage and Income Fund (JLS) in Q3 2025, closing a stake of 13,259 shares — an estimated $248K sold.

IFP Advisors first reported a position in JLS in Q2 2016 and held it in 22 quarters. The position peaked at $656K in Q1 2025. 28 funds tracked by Wall St. Rank hold JLS as of Q3 2025.

  • IFP Advisors reported no remaining Nuveen Mortgage and Income Fund position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 13,259 Nuveen Mortgage and Income Fund shares in Q3 2025, an estimated $248K.
  • IFP Advisors first reported a position in Nuveen Mortgage and Income Fund in Q2 2016 and held it in 22 quarters.
  • IFP Advisors's Nuveen Mortgage and Income Fund position peaked at $656K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.