Stratos Wealth Partners, LTD.
Position in JMM — Nuveen Multi-Market Income Fund
CIK 1612865
BEACHWOOD, OH
Position in JMM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$233,750
+$23,299 QoQ
Shares Held
39,686
+13.9% QoQ
Ownership
0.419%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JMM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Stratos Wealth Partners, LTD. holds $117,956,453 across 126 Asset Management names. JMM ranks #95 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
702,858 | $11,674,471 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
458,958 | $11,267,418 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
525,788 | $9,001,490 | |
| 4 | BX |
Blackstone Inc.
|
62,726 | $7,212,862 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
163,007 | $5,776,968 | |
| 6 | ARES |
Ares Management Corp
|
44,636 | $4,869,787 | |
| 7 | BLK |
BlackRock, Inc.
|
4,495 | $4,322,886 | |
| 8 | PSLV |
Sprott Physical Silver Trust
|
155,814 | $3,800,303 |
All Filings in JMM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,750 | 39,686 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $210,451 | 34,843 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $219,162 | 34,843 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $164,931 | 26,263 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $118,733 | 19,089 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $75,016 | 12,318 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $72,799 | 12,318 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $69,103 | 12,318 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $71,444 | 12,318 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $82,153 | 14,140 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $83,001 | 14,140 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $83,284 | 14,140 | Shares | Sole | 2022-10-24 | |
| 2022-03-31 | $109,005 | 16,770 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $127,116 | 16,770 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $125,942 | 16,770 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $125,104 | 16,770 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $121,925 | 16,771 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $120,576 | 16,770 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $117,054 | 16,770 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $123,282 | 17,867 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $108,994 | 17,868 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||