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Able Wealth Management LLC

SEC CIK
0002011908
Latest filing
Jul 29, 2026

JRS holding history

Nuveen Real Estate Income Fund in every 13F filed by Able Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JRS overviewAll 13F holders of JRSFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2023
Holdings of JRS by Able Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−4,474−100.0%Sold outHolders
Q4 20234,474$35.0K<0.1%–No prior filingHolders