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Nuveen Multi-Strategy Income & Growth shares owned by UMA Financial Services

Quarter-by-quarter ownership of Nuveen Multi-Strategy Income & Growth (JPC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Nuveen Multi-Strategy Income & Growth

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Multi-Strategy Income & Growth held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Multi-Strategy Income & Growth by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 29k 8.20

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Nuveen Multi-Strategy Income & Growth

Morgan Stanley
Wells Fargo & Company
UBS Group
Raymond James Financial
Invesco
LPL Financial
Guggenheim Capital, LLC Managers
Commonwealth Equity Services
Gridiron Partners
Advisor Group Holdings
Captrust Financial Advisors
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
Advisors Asset Management

View all funds holding Nuveen Multi-Strategy Income & Growth