Independent Financial Group’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Independent Financial Group’s Portfolio JTA Stock Details JTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,526	Closed	-$99.2K	–	686
2020 Q4	$99.2K	Hold	10,526	–	–	0.01%	551
2020 Q3	$84.3K	Hold	10,526	–	–	0.02%	492
2020 Q2	$84.8K	Sell	10,526 -6,400	-38%	-$50.5K	0.02%	466
2020 Q1	$119K	Buy	+16,926	New	+$177K	0.04%	374

Other funds holding JTA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Independent Financial Group's JTA Position: Q1 2021 in Review

Independent Financial Group sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2021, closing a stake of 10,526 shares — an estimated $99.2K sold.

Independent Financial Group first reported a position in JTA in Q1 2020 and held it in 4 quarters. The position peaked at $119K in Q1 2020. 30 funds tracked by Wall St. Rank hold JTA as of Q1 2021.

Independent Financial Group reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2021 after selling out during the quarter.
Independent Financial Group sold 10,526 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2021, an estimated $99.2K.
Independent Financial Group first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q1 2020 and held it in 4 quarters.
Independent Financial Group's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $119K in Q1 2020.
30 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2021.

Based on Independent Financial Group's 13F filing for Q1 2021, filed 15 Jun 2026.