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JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

Delisted

JTA was delisted on the 19th of November, 2021.

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.8M +$1.84M +138,712 +20%
Morgan Stanley
2
Morgan Stanley
New York
$3.73M -$447K -33,669 -10%
GC
3
Guggenheim Capital
Illinois
$3.66M +$738K +55,633 +24%
Invesco
4
Invesco
Georgia
$3.54M +$129K +9,688 +4%
SFS
5
Shaker Financial Services
Virginia
$2.52M -$5.03M -378,811 -66%
AAM
6
Advisors Asset Management
Colorado
$2.32M +$846K +63,787 +55%
Stifel Financial
7
Stifel Financial
Missouri
$1.53M +$596K +44,879 +61%
Cohen & Steers
8
Cohen & Steers
New York
$1.04M +$114K +8,570 +12%
LPL Financial
9
LPL Financial
California
$684K +$97.4K +7,341 +16%
RJA
10
Raymond James & Associates
Florida
$585K +$62.6K +4,719 +12%
Bank of America
11
Bank of America
North Carolina
$458K +$43.1K +3,246 +10%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$416K +$1.35K +102 +0.3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$404K +$51.2K +3,855 +14%
HFS
14
HL Financial Services
Kentucky
$322K
Creative Planning
15
Creative Planning
Kansas
$266K
OC
16
Oppenheimer & Co
New York
$222K -$584 -44 -0.3%
FAAS
17
First Allied Advisory Services
California
$221K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$171K +$2.15K +162 +1%
SCP
19
Seizert Capital Partners
Michigan
$159K
Wells Fargo
20
Wells Fargo
California
$146K -$11.9K -895 -7%
CRC
21
Curi RMB Capital
Illinois
$129K +$133K +10,012 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$70K
SPIA
23
Steward Partners Investment Advisory
New York
$65K
IA
24
IFP Advisors
Florida
$49K
AWM
25
Avondale Wealth Management
Texas
$46K