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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
SFS
1
Shaker Financial Services
Virginia
$5.93M +$6.83M +584,437 New
UBS Group
2
UBS Group
Switzerland
$5.79M -$3.59M -307,505 -35%
Morgan Stanley
3
Morgan Stanley
New York
$2.98M +$136K +11,604 +4%
GC
4
Guggenheim Capital
Illinois
$2.47M -$609K -52,166 -18%
Invesco
5
Invesco
Georgia
$1.62M -$783K -67,064 -30%
AAM
6
Advisors Asset Management
Colorado
$1.49M -$597K -51,082 -26%
Cohen & Steers
7
Cohen & Steers
New York
$820K
WAM
8
Wolverine Asset Management
Illinois
$474K +$545K +46,703 New
RJA
9
Raymond James & Associates
Florida
$458K -$4.82K -413 -0.9%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$365K +$421K +36,005 New
Bank of America
11
Bank of America
North Carolina
$336K -$52.8K -4,524 -12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$316K -$11.1K -950 -3%
Stifel Financial
13
Stifel Financial
Missouri
$254K -$1.07M -91,361 -78%
HFS
14
HL Financial Services
Kentucky
$247K -$8.76K -750 -3%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$221K +$255K +21,800 New
Creative Planning
16
Creative Planning
Kansas
$210K
WAM
17
Weiss Asset Management
Massachusetts
$199K +$229K +19,631 New
OC
18
Oppenheimer & Co
New York
$196K -$11.7K -1,000 -5%
FAAS
19
First Allied Advisory Services
California
$195K +$23.4K +2,000 +12%
Wells Fargo
20
Wells Fargo
California
$188K +$63K +5,390 +41%
IC
21
Inscription Capital
Texas
$179K +$206K +17,663 New
SCP
22
Seizert Capital Partners
Michigan
$124K
LPL Financial
23
LPL Financial
California
$122K -$17.5K -1,495 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$122K -$4.22K -361 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$106K -$25.7K -2,197 -17%