Waverly Advisors’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Waverly 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
2024 Q4	–	Sell	-25,678	Closed	-$163K	–	1007
2024 Q3	$163K	Hold	25,678	–	–	﹤0.01%	781
2024 Q2	$153K	Hold	25,678	–	–	﹤0.01%	782
2024 Q1	$156K	Hold	25,678	–	–	﹤0.01%	666
2023 Q4	$152K	Hold	25,678	–	–	0.01%	438
2023 Q3	$144K	Hold	25,678	–	–	0.01%	394
2023 Q2	$149K	Hold	25,678	–	–	0.01%	353
2023 Q1	$149K	Buy	+25,678	New	+$154K	0.01%	288

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

SBIA

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

Waverly Advisors's JMM Position: Q4 2024 in Review

Waverly Advisors sold out of Nuveen Multi-Market Income Fund (JMM) in Q4 2024, closing a stake of 25,678 shares — an estimated $163K sold.

Waverly Advisors first reported a position in JMM in Q1 2023 and held it in 7 quarters. The position peaked at $163K in Q3 2024. 15 funds tracked by Wall St. Rank hold JMM as of Q4 2024.

Waverly Advisors reported no remaining Nuveen Multi-Market Income Fund position as of Q4 2024 after selling out during the quarter.
Waverly Advisors sold 25,678 Nuveen Multi-Market Income Fund shares in Q4 2024, an estimated $163K.
Waverly Advisors first reported a position in Nuveen Multi-Market Income Fund in Q1 2023 and held it in 7 quarters.
Waverly Advisors's Nuveen Multi-Market Income Fund position peaked at $163K in Q3 2024.
15 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.