Apollon Wealth Management, LLC Nuveen Mortgage & Income Fund Transaction History

Apollon Wealth Management, LLC

$3.14 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$16.2 - $18.43 $352,431 - $400,944	-21,755 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$17.84 - $21.16 $68,345 - $81,063	3,831 Added 21.37%	21,755 $397,000
Q4 2021 Feb 14, 2022	BUY	$20.6 - $21.35 $369,234 - $382,677	17,924 New	17,924 $376,000

Others Institutions Holding JLS

# of Institutions

31

Shares Held

2.99M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.64M
Shares

$29.6 Million
0.67% of portfolio
Relative Value Partners Group, LLC Northbrook, IL

434K
Shares

$7.82 Million
0.47% of portfolio
Allspring Global Investments Holdings, LLC

152K
Shares

$2.74 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

130K
Shares

$2.34 Million
0.19% of portfolio
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL

94K
Shares

$1.69 Million
0.59% of portfolio

About Nuveen Mortgage & Income Fund

Ticker JLS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Mortgage and Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and Wellington Management Company LLP. It invests in the fixed income markets of the United States. The fund invests in undervalued mortgage-backed secur...

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