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Advisory Advocates’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Advisory Advocates’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
Q2 		$127K Hold
16,534
– – 0.11% 180
2026
Q1 		$124K Hold
16,534
– – 0.13% 151
2025
Q4 		$129K Buy
+16,534
New +$130K 0.13% 161

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Advisory Advocates's JFR Position: Q2 2026 in Review

Advisory Advocates held its Nuveen Floating Rate Income Fund (JFR) position steady in Q2 2026 at 16,534 shares worth $127K. The position accounts for 0.11% of the portfolio, ranked #180.

Advisory Advocates first reported a position in JFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $129K in Q4 2025. 164 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Advisory Advocates held 16,534 shares of Nuveen Floating Rate Income Fund worth $127K as of Q2 2026.
  • Advisory Advocates left its Nuveen Floating Rate Income Fund share count unchanged in Q2 2026.
  • Nuveen Floating Rate Income Fund made up 0.11% of Advisory Advocates's portfolio in Q2 2026, its #180 holding.
  • Advisory Advocates first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Nuveen Floating Rate Income Fund position peaked at $129K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.