Allied Private Wealth’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Allied Private Wealth’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	$308	Buy	+40	New	+$302	﹤0.01%	857

Other funds holding JFR

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 Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Allied Private Wealth's JFR Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q2 2026: 40 shares worth $308. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings.

172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Allied Private Wealth held 40 shares of Nuveen Floating Rate Income Fund worth $308 as of Q2 2026.
Nuveen Floating Rate Income Fund was a new Allied Private Wealth position in Q2 2026.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #857 holding.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.