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
2026 Q2	$132K	Buy	+17,166	New	+$130K	﹤0.01%	1135
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 $1.89T 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

Ameritas Advisory Services's JFR Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q2 2026: 17,166 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1135 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in JFR as recently as Q3 2025.

Ameritas Advisory Services first reported a position in JFR in Q1 2023 and has held it in 10 quarters since. The position peaked at $244K in Q3 2023. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Ameritas Advisory Services held 17,166 shares of Nuveen Floating Rate Income Fund worth $132K as of Q2 2026.
Nuveen Floating Rate Income Fund was a new Ameritas Advisory Services position in Q2 2026.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1135 holding.
Ameritas Advisory Services first reported a position in Nuveen Floating Rate Income Fund in Q1 2023 and has held it in 10 quarters since.
Ameritas Advisory Services's Nuveen Floating Rate Income Fund position peaked at $244K in Q3 2023.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.