JLS — Nuveen Mtg Opportunity Term Fd Com

Ownership history in Sowell Financial Services LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which Sowell Financial Services LLC reported a position in Nuveen Mtg Opportunity Term Fd Com (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.

Peak position
0.11% (2017 Q4)
Avg. % of fund
0.04%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 18,576 — 0% 0.01% $338K $17.74
2025 Q3 UNCHANGED 18,576 — 0% 0.01% $348K $17.81
2025 Q2 UNCHANGED 18,576 — 0% 0.01% $348K $17.40
2025 Q1 UNCHANGED 18,576 — 0% 0.02% $349K $16.98
2024 Q4 ADDED 18,576 +3,967 +27.2% 0.02% $334K $15.89
2024 Q3 UNCHANGED 14,609 — 0% 0.01% $271K $15.87
2024 Q2 UNCHANGED 14,609 — 0% 0.01% $265K $15.12
2024 Q1 REDUCED 14,609 -498 -3.3% 0.01% $262K $14.54
2023 Q4 REDUCED 15,107 -3,374 -18.3% 0.01% $255K $13.48
2023 Q3 REDUCED 18,481 -1,639 -8.1% 0.02% $296K $12.31
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Hennion & Walsh Asset Management, Inc. 3Y 0.01%
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