Ignite Planners
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Ignite Planners’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Ignite Planners’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
2023
Q4 		– Sell
-11,219
Closed -$179K – 313
2023
Q3 		$179K Buy
+11,219
New +$182K 0.05% 302

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Royal Bank of Canada
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1607 Capital Partners
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Ignite Planners's JLS Position: Q4 2023 in Review

Ignite Planners sold out of Nuveen Mortgage and Income Fund (JLS) in Q4 2023, closing a stake of 11,219 shares — an estimated $179K sold.

Ignite Planners first reported a position in JLS in Q3 2023 and held it in 1 quarter. The position peaked at $179K in Q3 2023. 28 funds tracked by Wall St. Rank hold JLS as of Q4 2023.

  • Ignite Planners reported no remaining Nuveen Mortgage and Income Fund position as of Q4 2023 after selling out during the quarter.
  • Ignite Planners sold 11,219 Nuveen Mortgage and Income Fund shares in Q4 2023, an estimated $179K.
  • Ignite Planners first reported a position in Nuveen Mortgage and Income Fund in Q3 2023 and held it in 1 quarter.
  • Ignite Planners's Nuveen Mortgage and Income Fund position peaked at $179K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.