Kestra Advisory Services’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Kestra Advisory Services’s Portfolio JMM Stock Details JMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15,067	Closed	-$87.4K	–	2174
2023 Q2	$87.4K	Sell	15,067 -14,625	-49%	-$84.8K	﹤0.01%	2007
2023 Q1	$172K	Sell	29,692 -3,744	-11%	-$22.5K	﹤0.01%	1878
2022 Q4	$196K	Sell	33,436 -4,216	-11%	-$24.4K	﹤0.01%	2033
2022 Q3	$222K	Sell	37,652 -1,518	-4%	-$9.36K	﹤0.01%	1806
2022 Q2	$239K	Buy	39,170 +8,953	+30%	+$55.3K	﹤0.01%	1788
2022 Q1	$196K	Buy	+30,217	New	+$208K	﹤0.01%	1859
2021 Q1	–	Sell	-57,500	Closed	-$414K	–	1954
2020 Q4	$414K	Buy	+57,500	New	+$407K	﹤0.01%	1309

Other funds holding JMM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

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

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Kestra Advisory Services's JMM Position: Q3 2023 in Review

Kestra Advisory Services sold out of Nuveen Multi-Market Income Fund (JMM) in Q3 2023, closing a stake of 15,067 shares — an estimated $87.4K sold.

Kestra Advisory Services first reported a position in JMM in Q4 2020 and held it in 7 quarters. The position peaked at $414K in Q4 2020. 15 funds tracked by Wall St. Rank hold JMM as of Q3 2023.

Kestra Advisory Services reported no remaining Nuveen Multi-Market Income Fund position as of Q3 2023 after selling out during the quarter.
Kestra Advisory Services sold 15,067 Nuveen Multi-Market Income Fund shares in Q3 2023, an estimated $87.4K.
Kestra Advisory Services first reported a position in Nuveen Multi-Market Income Fund in Q4 2020 and held it in 7 quarters.
Kestra Advisory Services's Nuveen Multi-Market Income Fund position peaked at $414K in Q4 2020.
15 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q3 2023.

Based on Kestra Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.