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

Atlas 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	$2.08M	Buy	+271,569	New	+$2.05M	0.3%	72

Other funds holding JFR

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

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

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Atlas Wealth's JFR Position: Q2 2026 in Review

Atlas Wealth opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q2 2026: 271,569 shares worth $2.08M. The stake represents 0.3% of the portfolio and ranks #72 among its holdings.

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

Atlas Wealth held 271,569 shares of Nuveen Floating Rate Income Fund worth $2.08M as of Q2 2026.
Nuveen Floating Rate Income Fund was a new Atlas Wealth position in Q2 2026.
Nuveen Floating Rate Income Fund made up 0.3% of Atlas Wealth's portfolio in Q2 2026, its #72 holding.
60 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.