Transform Wealth’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Transform Wealth’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	$337K	Buy	53,941 +81	+0.2%	+$496	0.02%	201
2024 Q4	$326K	Buy	+53,860	New	+$328K	0.02%	210
2024 Q1	–	Sell	-38,477	Closed	-$227K	–	234
2023 Q4	$227K	Buy	38,477 +12,233	+47%	+$68.8K	0.02%	222
2023 Q3	$148K	Sell	26,244 -26,020	-50%	-$151K	0.02%	232
2023 Q2	$305K	Buy	52,264 +222	+0.4%	+$1.29K	0.03%	216
2023 Q1	$304K	Buy	52,042 +26,130	+101%	+$157K	0.03%	211
2022 Q4	$152K	Buy	+25,912	New	+$150K	0.02%	214

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 $854M AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 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

Transform Wealth's JMM Position: Q1 2025 in Review

Transform Wealth increased its Nuveen Multi-Market Income Fund (JMM) stake by 0.15% in Q1 2025, buying an estimated $496 and bringing the position to 53,941 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #201.

Transform Wealth first reported a position in JMM in Q4 2022 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold JMM as of Q1 2025.

Transform Wealth held 53,941 shares of Nuveen Multi-Market Income Fund worth $337K as of Q1 2025.
Transform Wealth bought 81 Nuveen Multi-Market Income Fund shares in Q1 2025, an estimated $496.
Nuveen Multi-Market Income Fund made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #201 holding.
Transform Wealth first reported a position in Nuveen Multi-Market Income Fund in Q4 2022 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.