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

Avantax 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 Q2	$1.23M	Buy	145,407 +1,840	+1%	+$15K	0.01%	1037
2025 Q1	$1.22M	Buy	143,567 +37,835	+36%	+$324K	0.01%	990
2024 Q4	$943K	Buy	105,732 +30,629	+41%	+$274K	0.01%	1062
2024 Q3	$662K	Buy	75,103 +3,553	+5%	+$31.2K	﹤0.01%	1240
2024 Q2	$619K	Buy	71,550 +39,796	+125%	+$346K	﹤0.01%	1234
2024 Q1	$277K	Buy	31,754 +8,647	+37%	+$73.5K	﹤0.01%	1344
2023 Q4	$190K	Buy	23,107 +4,539	+24%	+$36.3K	﹤0.01%	1486
2023 Q3	$152K	Buy	+18,568	New	+$150K	﹤0.01%	1459

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

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPC

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

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

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

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

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

PCM

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

CWP

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

Avantax Advisory Services's JFR Position: Q2 2025 in Review

Avantax Advisory Services increased its Nuveen Floating Rate Income Fund (JFR) stake by 1.3% in Q2 2025, buying an estimated $15K and bringing the position to 145,407 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1037.

Avantax Advisory Services first reported a position in JFR in Q3 2023 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold JFR as of Q2 2025.

Avantax Advisory Services held 145,407 shares of Nuveen Floating Rate Income Fund worth $1.23M as of Q2 2025.
Avantax Advisory Services bought 1,840 Nuveen Floating Rate Income Fund shares in Q2 2025, an estimated $15K.
Nuveen Floating Rate Income Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1037 holding.
Avantax Advisory Services first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 8 quarters since.
168 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.