Concorde Asset Management »

Nuveen Mtg opportunity term shares owned by Concorde Asset Management

Quarter-by-quarter ownership of Nuveen Mtg opportunity term (JLS) shares owned by Concorde Asset Management from 13F filings

Historical chart of Concorde Asset Management investment in Nuveen Mtg opportunity term

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Mtg opportunity term held by Concorde Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Mtg opportunity term by Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $416k 23k 18.19
2025-09-30 $245k 13k 18.73

More positions owned by Concorde Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange Traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Univrsl Usd (IUSB)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchange Traded Cloud Computing (SKYY)

View all positions for Concorde Asset Management

Top funds holding Nuveen Mtg opportunity term

Sit Investment Associates
Ameriprise Financial
Advisors Asset Management
Envestnet Asset Management
Thomas J. Herzfeld Advisors
Advisor Group Holdings
Fiera Capital Corporation
Wells Fargo & Company
Nations Financial Group
Raymond James Financial
Venture Visionary Partners
Atomi Financial Group
Invesco
First Trust Advisors
Concorde Asset Management

View all funds holding Nuveen Mtg opportunity term