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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

JLS holding history

Nuveen Mortgage & Income Fund in every 13F filed by IFP Advisors, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JLS overviewAll 13F holders of JLSFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2022
Holdings of JLS by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−13,259−100.0%Sold outHolders
Q2 202513,259$248.5K<0.1%−21,698−62.1%ReducedHolders
Q1 202534,957$656.2K<0.1%+3,059+9.6%AddedHolders
Q4 202431,898$574.1K<0.1%+1,343+4.4%AddedHolders
Q3 202430,555$563.1K<0.1%−514−1.7%ReducedHolders
Q2 202431,069$559.9K<0.1%+8,979+40.6%AddedHolders
Q1 202422,090$392.3K<0.1%−878−3.8%ReducedHolders
Q4 202322,968$387.7K<0.1%−309−1.3%ReducedHolders
Q3 202323,277$369.6K<0.1%+4,924+26.8%AddedHolders
Q2 202318,353$430.9K<0.1%+13,201+256.2%AddedHolders
Q1 20235,152$121.0K<0.1%−4,608−47.2%ReducedHolders
Q4 20229,760$229.0K<0.1%−288−2.9%ReducedHolders
Q3 202210,048$236.0K<0.1%+10,044+251,100.0%AddedHolders
Q2 20224––00.0%UnchangedHolders
Q1 20224––+4NewHolders