SFL
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Scheeler Financial LLC’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Scheeler Financial LLC’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$529K Buy
+71,073
New +$541K 0.4% 29

Other funds holding JFR

CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Scheeler Financial LLC's JFR Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q3 2026: 71,073 shares worth $529K. The stake represents 0.4% of the portfolio and ranks #29 among its holdings.

12 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

  • Scheeler Financial LLC held 71,073 shares of Nuveen Floating Rate Income Fund worth $529K as of Q3 2026.
  • Nuveen Floating Rate Income Fund was a new Scheeler Financial LLC position in Q3 2026.
  • Nuveen Floating Rate Income Fund made up 0.4% of Scheeler Financial LLC's portfolio in Q3 2026, its #29 holding.
  • 12 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.