SXL
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Summit X LLC’s Nuveen Global High Income Fund JGH Stock Holding History

Summit X LLC’s Portfolio JGH Stock Details JGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-54,246
Closed -$701K – 134
2025
Q2 		$701K Sell
54,246
-90,606
-63% -$1.13M 0.13% 116
2025
Q1 		$1.89M Buy
144,852
+66,534
+85% +$873K 0.4% 48
2024
Q4 		$1.01M Sell
78,318
-1,914
-2% -$25K 0.22% 82
2024
Q3 		$1.03M Sell
80,232
-104
-0.1% -$1.34K 0.25% 81
2024
Q2 		$1.03M Sell
80,336
-2,684
-3% -$34K 0.23% 86
2024
Q1 		$1.06M Buy
83,020
+1,386
+2% +$17.4K 0.27% 76
2023
Q4 		$996K Sell
81,634
-201
-0.2% -$2.26K 0.28% 71
2023
Q3 		$936K Sell
81,835
-5,079
-6% -$58.3K 0.3% 71
2023
Q2 		$971K Sell
86,914
-4,532
-5% -$50K 0.24% 85
2023
Q1 		$1.01M Buy
91,446
+17,317
+23% +$203K 0.26% 78
2022
Q4 		$858K Sell
74,129
-5,498
-7% -$62.2K 0.25% 90
2022
Q3 		$839K Buy
79,627
+5,496
+7% +$65.4K 0.25% 88
2022
Q2 		$860K Buy
74,131
+1,519
+2% +$19.3K 0.25% 90
2022
Q1 		$1.03M Sell
72,612
-8,363
-10% -$122K 0.25% 86
2021
Q4 		$1.29M Buy
80,975
+680
+0.8% +$10.7K 0.3% 76
2021
Q3 		$1.29M Sell
80,295
-3,841
-5% -$61.9K 0.32% 70
2021
Q2 		$1.36M Buy
84,136
+7
+0% +$111 0.34% 66
2021
Q1 		$1.29M Sell
84,129
-1,286
-2% -$19.8K 0.36% 67
2020
Q4 		$1.33M Buy
+85,415
New +$1.23M 0.39% 61
2020
Q2 		$1.14M Sell
85,697
-4,292
-5% -$53.6K 0.42% 64
2020
Q1 		$1.01M Sell
89,989
-21,967
-20% -$333K 0.47% 58
2019
Q4 		$1.83M Buy
111,956
+17,498
+19% +$276K 0.68% 42
2019
Q3 		$1.47M Buy
94,458
+70,375
+292% +$1.08M 0.59% 46
2019
Q2 		$417K Sell
24,083
-2,053
-8% -$31.7K 0.17% 149
2019
Q1 		$381K Buy
26,136
+7,864
+43% +$117K 0.16% 157
2018
Q4 		$249K Buy
18,272
+661
+4% +$9.61K 0.14% 177
2018
Q3 		$276K Hold
17,611
– – 0.14% 183
2018
Q2 		$274K Buy
17,611
+3,464
+24% +$54.9K 0.15% 160
2018
Q1 		$228K Buy
+14,147
New +$234K 0.14% 162

Other funds holding JGH

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Summit X LLC's JGH Position: Q3 2025 in Review

Summit X LLC sold out of Nuveen Global High Income Fund (JGH) in Q3 2025, closing a stake of 54,246 shares — an estimated $701K sold.

Summit X LLC first reported a position in JGH in Q1 2018 and held it in 29 quarters. The position peaked at $1.89M in Q1 2025. 60 funds tracked by Wall St. Rank hold JGH as of Q3 2025.

  • Summit X LLC reported no remaining Nuveen Global High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 54,246 Nuveen Global High Income Fund shares in Q3 2025, an estimated $701K.
  • Summit X LLC first reported a position in Nuveen Global High Income Fund in Q1 2018 and held it in 29 quarters.
  • Summit X LLC's Nuveen Global High Income Fund position peaked at $1.89M in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.