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

Atomi Financial 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 		$113K Buy
14,710
+57
+0.4% +$431 ﹤0.01% 1234
2026
Q1 		$110K Buy
14,653
+2,039
+16% +$15.6K ﹤0.01% 1185
2025
Q4 		$98.8K Buy
+12,614
New +$99.5K ﹤0.01% 1186

Other funds holding JFR

Morgan Stanley
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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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

Atomi Financial Group's JFR Position: Q2 2026 in Review

Atomi Financial Group increased its Nuveen Floating Rate Income Fund (JFR) stake by 0.39% in Q2 2026, buying an estimated $431 and bringing the position to 14,710 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Atomi Financial Group first reported a position in JFR in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Atomi Financial Group held 14,710 shares of Nuveen Floating Rate Income Fund worth $113K as of Q2 2026.
  • Atomi Financial Group bought 57 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $431.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1234 holding.
  • Atomi Financial Group first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.