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Nuveen Mtg opportunity term shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Nuveen Mtg opportunity term (JLS) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in Nuveen Mtg opportunity term

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Mtg opportunity term held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Mtg opportunity term by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $36k 2.0k 18.02
2024-03-31 $35k 1.9k 17.76

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View all positions for Clear Point Advisors

Top funds holding Nuveen Mtg opportunity term

Allspring Global Investments Holdings
Private Client Services
1607 Capital Partners
Morgan Stanley
Thomas J. Herzfeld Advisors
Envestnet Asset Management
Venture Visionary Partners
Nations Financial Group
Advisors Asset Management
IFP Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Melfa Wealth Management
Rsm Us Wealth Management
Sowell Financial Services

View all funds holding Nuveen Mtg opportunity term