AmeriFlex Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

AmeriFlex Group’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	$3.83K	Hold	500	–	–	﹤0.01%	1102
2026 Q1	$3.76K	Hold	500	–	–	﹤0.01%	881
2025 Q4	$3.92K	Buy	+500	New	+$3.95K	﹤0.01%	894
2025 Q3	–	Sell	-1,111	Closed	-$9.31K	–	1223
2025 Q2	$9.31K	Sell	1,111 -2,260	-67%	-$18.5K	﹤0.01%	722
2025 Q1	$28.6K	Hold	3,371	–	–	0.01%	610
2024 Q4	$29K	Buy	+3,371	New	+$30.2K	0.01%	553

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

AmeriFlex Group's JFR Position: Q2 2026 in Review

AmeriFlex Group held its Nuveen Floating Rate Income Fund (JFR) position steady in Q2 2026 at 500 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

AmeriFlex Group first reported a position in JFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $29K in Q4 2024. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

AmeriFlex Group held 500 shares of Nuveen Floating Rate Income Fund worth $3.83K as of Q2 2026.
AmeriFlex Group left its Nuveen Floating Rate Income Fund share count unchanged in Q2 2026.
Nuveen Floating Rate Income Fund made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1102 holding.
AmeriFlex Group first reported a position in Nuveen Floating Rate Income Fund in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Nuveen Floating Rate Income Fund position peaked at $29K in Q4 2024.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.