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

Avior Wealth Management’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
Q1 		– Sell
-6,878
Closed -$61.4K – 1564
2024
Q4 		$61.4K Sell
6,878
-3,872
-36% -$34.7K ﹤0.01% 1079
2024
Q3 		$94.8K Buy
10,750
+5,927
+123% +$52.1K ﹤0.01% 903
2024
Q2 		$41.7K Buy
4,823
+2,958
+159% +$25.7K ﹤0.01% 1162
2024
Q1 		$16.3K Buy
+1,865
New +$15.9K ﹤0.01% 1689

Other funds holding JFR

Morgan Stanley
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 $346M AUM 25.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Avior Wealth Management's JFR Position: Q1 2025 in Review

Avior Wealth Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2025, closing a stake of 6,878 shares — an estimated $61.4K sold.

Avior Wealth Management first reported a position in JFR in Q1 2024 and held it in 4 quarters. The position peaked at $94.8K in Q3 2024. 170 funds tracked by Wall St. Rank hold JFR as of Q1 2025.

  • Avior Wealth Management reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6,878 Nuveen Floating Rate Income Fund shares in Q1 2025, an estimated $61.4K.
  • Avior Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Nuveen Floating Rate Income Fund position peaked at $94.8K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.