Spire Wealth Management - NUVEEN MTG OPPORTUNITY TERM ownership

NUVEEN MTG OPPORTUNITY TERM's ticker is JLS and the CUSIP is 670735109. A total of 31 filers reported holding NUVEEN MTG OPPORTUNITY TERM in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of NUVEEN MTG OPPORTUNITY TERM
ValueSharesWeighting
Q2 2022$7,0000.0%4000.0%0.00%
Q1 2022$7,000
-12.5%
4000.0%0.00%
Q4 2021$8,0000.0%4000.0%0.00%
Q3 2021$8,0000.0%4000.0%0.00%
Q2 2021$8,0000.0%4000.0%0.00%
Q1 2021$8,0004000.00%
Other shareholders
NUVEEN MTG OPPORTUNITY TERM shareholders Q2 2021
NameSharesValueWeighting ↓
Thomas J. Herzfeld Advisors, Inc. 107,917$2,261,0000.82%
Relative Value Partners Group, LLC 499,420$10,465,0000.74%
SIT INVESTMENT ASSOCIATES INC 1,490,355$31,230,0000.73%
Family Management Corp 60,713$1,272,0000.33%
Shaker Financial Services, LLC 11,628$244,0000.09%
Pekin Hardy Strauss, Inc. 25,080$526,0000.07%
Patriot Financial Group Insurance Agency, LLC 11,587$243,0000.04%
Apollon Wealth Management, LLC 17,924$376,0000.03%
Hilton Capital Management, LLC 14,398$302,0000.03%
Sowell Financial Services LLC 21,376$448,0000.03%
View complete list of NUVEEN MTG OPPORTUNITY TERM shareholders