Venture Visionary Partners
JLS icon

Venture Visionary Partners’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Venture Visionary Partners’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
Q3 		$1.02M Buy
62,448
+15,666
+33% +$267K 0.03% 350
2026
Q2 		$818K Buy
46,782
+25
+0.1% +$453 0.02% 379
2026
Q1 		$848K Buy
46,757
+5,017
+12% +$92K 0.03% 340
2025
Q4 		$759K Buy
41,740
+31
+0.1% +$577 0.02% 359
2025
Q3 		$781K Buy
41,709
+23
+0.1% +$434 0.03% 329
2025
Q2 		$781K Buy
41,686
+22
+0.1% +$398 0.03% 316
2025
Q1 		$782K Buy
41,664
+7
+0% +$131 0.03% 306
2024
Q4 		$750K Hold
41,657
– – 0.03% 304
2024
Q3 		$768K Hold
41,657
– – 0.03% 306
2024
Q2 		$751K Hold
41,657
– – 0.03% 308
2024
Q1 		$740K Buy
+41,657
New +$717K 0.04% 314

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Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Farther Finance Advisors
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Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Venture Visionary Partners's JLS Position: Q3 2026 in Review

Venture Visionary Partners increased its Nuveen Mortgage and Income Fund (JLS) stake by 33% in Q3 2026, buying an estimated $267K and bringing the position to 62,448 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #350.

Venture Visionary Partners first reported a position in JLS in Q1 2024 and has held it in 11 quarters since. 8 funds tracked by Wall St. Rank hold JLS as of Q3 2026.

  • Venture Visionary Partners held 62,448 shares of Nuveen Mortgage and Income Fund worth $1.02M as of Q3 2026.
  • Venture Visionary Partners bought 15,666 Nuveen Mortgage and Income Fund shares in Q3 2026, an estimated $267K.
  • Nuveen Mortgage and Income Fund made up 0.03% of Venture Visionary Partners's portfolio in Q3 2026, its #350 holding.
  • Venture Visionary Partners first reported a position in Nuveen Mortgage and Income Fund in Q1 2024 and has held it in 11 quarters since.
  • 8 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.