Integrated Wealth Concepts’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Integrated Wealth Concepts’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	$2.8K	Buy	+160	New	+$2.9K	﹤0.01%	5243

Other funds holding JLS

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's JLS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Nuveen Mortgage and Income Fund (JLS) in Q2 2026: 160 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #5243 among its holdings.

33 funds tracked by Wall St. Rank hold JLS as of Q2 2026.

Integrated Wealth Concepts held 160 shares of Nuveen Mortgage and Income Fund worth $2.8K as of Q2 2026.
Nuveen Mortgage and Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
Nuveen Mortgage and Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5243 holding.
33 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.