Sheaff Brock Investment Advisors’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Sheaff Brock Investment Advisors’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
2025 Q1	$62.2K	Hold	10,000	–	–	0.01%	443
2024 Q4	$60.5K	Hold	10,000	–	–	0.01%	441
2024 Q3	$63.6K	Hold	10,000	–	–	0.01%	443
2024 Q2	$59.7K	Hold	10,000	–	–	0.01%	437
2024 Q1	$60.9K	Hold	10,000	–	–	﹤0.01%	493
2023 Q4	$59.1K	Hold	10,000	–	–	﹤0.01%	465
2023 Q3	$56.1K	Hold	10,000	–	–	0.01%	445
2023 Q2	$58K	Hold	10,000	–	–	﹤0.01%	475
2023 Q1	$58K	Hold	10,000	–	–	0.01%	499
2022 Q4	$58.7K	Hold	10,000	–	–	0.01%	488
2022 Q3	$59K	Hold	10,000	–	–	0.01%	479
2022 Q2	$61K	Hold	10,000	–	–	0.01%	485
2022 Q1	$65K	Hold	10,000	–	–	﹤0.01%	526
2021 Q4	$76K	Hold	10,000	–	–	0.01%	532
2021 Q3	$75K	Hold	10,000	–	–	0.01%	538
2021 Q2	$75K	Hold	10,000	–	–	0.01%	513
2021 Q1	$73K	Hold	10,000	–	–	0.01%	490
2020 Q4	$72K	Hold	10,000	–	–	0.01%	472
2020 Q3	$70K	Hold	10,000	–	–	0.01%	439
2020 Q2	$69K	Buy	+10,000	New	+$65.3K	0.01%	434

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 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

SWP

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sheaff Brock Investment Advisors's JMM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Nuveen Multi-Market Income Fund (JMM) position steady in Q1 2025 at 10,000 shares worth $62.2K. The position accounts for 0.01% of the portfolio, ranked #443.

Sheaff Brock Investment Advisors first reported a position in JMM in Q2 2020 and has held it in 20 quarters since. The position peaked at $76K in Q4 2021. 14 funds tracked by Wall St. Rank hold JMM as of Q1 2025.

Sheaff Brock Investment Advisors held 10,000 shares of Nuveen Multi-Market Income Fund worth $62.2K as of Q1 2025.
Sheaff Brock Investment Advisors left its Nuveen Multi-Market Income Fund share count unchanged in Q1 2025.
Nuveen Multi-Market Income Fund made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #443 holding.
Sheaff Brock Investment Advisors first reported a position in Nuveen Multi-Market Income Fund in Q2 2020 and has held it in 20 quarters since.
Sheaff Brock Investment Advisors's Nuveen Multi-Market Income Fund position peaked at $76K in Q4 2021.
14 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.