Stratos Wealth Partners, LTD. JMM β€” NUVEEN MULTI MKT INCOME FD

Ownership history in Stratos Wealth Partners, LTD.  Β·  29 quarters on record

AI Ownership Summary

Stratos Wealth Partners, LTD. reported NUVEEN MULTI MKT INCOME FD (JMM) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows JMM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stratos Wealth Partners, LTD.'s position in NUVEEN MULTI MKT INCOME FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JMM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stratos Wealth Partners, LTD. held JMM β€” position size vs. price
% of Fund (quarterly)    JMM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 39,686 +4,843 +13.9% 0.00% $234K 2026-04-28 $5.78
2025 Q4 UNCHANGED β€” β€” β€” 34,843 β€” 0% 0.00% $210K 2026-01-20 $6.03
2025 Q3 ADDED β€” β€” β€” 34,843 +8,580 +32.7% 0.00% $219K 2025-11-06 $5.99
2025 Q2 ADDED β€” β€” β€” 26,263 +7,174 +37.6% 0.00% $165K 2025-07-29 $6.12
2025 Q1 ADDED β€” β€” β€” 19,089 +6,771 +55.0% 0.00% $119K 2025-04-30 $5.70
2024 Q1 UNCHANGED β€” β€” β€” 12,318 β€” 0% 0.00% $75K 2024-04-16 $5.20
2023 Q4 UNCHANGED β€” β€” β€” 12,318 β€” 0% 0.00% $73K 2024-01-24 $5.25
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JMM

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.01% FIFTH THIRD BANCORP 3Y 7Y 0.0%

FAQ About Stratos Wealth Partners, LTD. and JMM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stratos Wealth Partners, LTD. reported owning JMM?

Stratos Wealth Partners, LTD. reported JMM across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JMM position in Stratos Wealth Partners, LTD.'s portfolio?

The largest reported portfolio weight for JMM was 0.00% in 2026 Q1.

What is the latest reported JMM position on this page?

The most recent filing on this page is 2026 Q1, when Stratos Wealth Partners, LTD. reported 39,686 shares, equal to 0.00% of portfolio, with an estimated market value of $234K.

What does the chart on this JMM ownership page compare?

The chart compares Stratos Wealth Partners, LTD.'s quarterly JMM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stratos Wealth Partners, LTD. time their JMM position?

Based on 13F filing dates vs. subsequent JMM price moves, Stratos Wealth Partners, LTD. correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on JMM relative to SPY over the holding period was -22.0%.

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