Outlook Wealth Advisors, LLC

Position in JGH — Nuveen Global High Income Fund

CIK 1767151 SHENANDOAH, TX

Position in JGH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,156,393

+$52,133 QoQ

Shares Held

90,840

+0.5% QoQ

Ownership

0.323%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#13

of 65 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $5,454,759 across 9 Asset Management names. JGH ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	120,224	$1,788,933
2	JGH	Nuveen Global High Income Fund This page	90,840	$1,156,393
3	PDI	PIMCO Dynamic Income Fund	52,723	$880,474
4	PSLV	Sprott Physical Silver Trust	27,826	$525,076
5	FHI	Federated Hermes, Inc.	5,883	$324,859
6	SEIC	Sei Investments Co	3,036	$266,287
7	BX	Blackstone Inc.	2,105	$247,695
8	NMZ	Nuveen Municipal High Income Opportunity Fund	15,832	$167,344

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,156,393	90,840	+0.5%	Shares	Sole	2026-08-03
2026-03-31	$1,104,260	90,365	-1.7%	Shares	Sole	2026-04-17
2025-12-31	$1,159,287	91,934	-1.4%	Shares	Sole	2026-02-11
2025-09-30	$1,260,185	93,209	-3.4%	Shares	Sole	2025-10-30
2025-06-30	$1,247,007	96,443	-0.7%	Shares	Sole	2025-08-11
2025-03-31	$1,270,813	97,157	+83.4%	Shares	Sole	2025-04-14
2024-12-31	$680,378	52,989	-5.6%	Shares	Sole	2025-01-14
2024-09-30	$751,166	56,141	+6.5%	Shares	Sole	2024-10-23
2024-06-30	$674,442	52,732	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.