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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
2024-09-30 $38k 2.0k 18.43
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

Private Client Services
Advisors Asset Management
Morgan Stanley
Envestnet Asset Management
Thomas J. Herzfeld Advisors
Allspring Global Investments Holdings
1607 Capital Partners
Kovitz Investment Group Partners
International Assets Investment Management
Nations Financial Group
Wells Fargo & Company
Venture Visionary Partners
IFP Advisors
Fiera Capital Corporation
First Trust Advisors

View all funds holding Nuveen Mtg opportunity term