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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-16,614	Closed	-$136K	–	1566
2025 Q3	$136K	Sell	16,614 -1,000	-6%	-$8.42K	0.01%	735
2025 Q2	$149K	Buy	17,614 +31	+0.2%	+$253	0.01%	831
2025 Q1	$156K	Hold	17,583	–	–	0.01%	836
2024 Q4	$157K	Buy	17,583 +600	+4%	+$5.37K	0.01%	849
2024 Q3	$150K	Sell	16,983 -543	-3%	-$4.77K	0.01%	817
2024 Q2	$152K	Hold	17,526	–	–	0.01%	862
2024 Q1	$153K	Buy	+17,526	New	+$149K	0.01%	837
2023 Q4	–	Sell	-31,216	Closed	-$244K	–	777
2023 Q3	$244K	Buy	+31,216	New	+$252K	0.01%	692
2023 Q2	–	Sell	-1,000	Closed	-$8.29K	–	1596
2023 Q1	$8.29K	Buy	+1,000	New	+$8.33K	﹤0.01%	1964

Other funds holding JFR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Ameritas Advisory Services's JFR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2025, closing a stake of 16,614 shares — an estimated $136K sold.

Ameritas Advisory Services first reported a position in JFR in Q1 2023 and held it in 9 quarters. The position peaked at $244K in Q3 2023. 188 funds tracked by Wall St. Rank hold JFR as of Q4 2025.

Ameritas Advisory Services reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 16,614 Nuveen Floating Rate Income Fund shares in Q4 2025, an estimated $136K.
Ameritas Advisory Services first reported a position in Nuveen Floating Rate Income Fund in Q1 2023 and held it in 9 quarters.
Ameritas Advisory Services's Nuveen Floating Rate Income Fund position peaked at $244K in Q3 2023.
188 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.