JLS — NUVEEN MORTGAGE AND INCOME F

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in NUVEEN MORTGAGE AND INCOME F (JLS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 18,299 — — 0.00% $343K $17.81
% of Fund (quarterly)    JLS price (monthly, adj. close)

Other funds also holding JLS

As of 2025 Q4 — sorted by position size

Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.5% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.4% MELFA WEALTH MANAGEMENT, INC. 3Y 0.2% Concorde Asset Management, LLC 3Y 7Y 0.17% Advisors Asset Management, Inc. 3Y 7Y 0.05% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.05% Venture Visionary Partners LLC 3Y 0.02% Compound Planning, Inc. 0.02% Eagle Bay Advisors LLC 3Y 0.02% Sowell Financial Services LLC 3Y 7Y 0.01%
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