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Beacon Pointe Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Beacon Pointe Advisors’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 		$204K Buy
26,598
+1,350
+5% +$10.2K ﹤0.01% 1805
2026
Q1 		$190K Sell
25,248
-1,625
-6% -$12.5K ﹤0.01% 1738
2025
Q4 		$210K Hold
26,873
– – ﹤0.01% 1413
2025
Q3 		$220K Buy
+26,873
New +$226K ﹤0.01% 1292

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

Beacon Pointe Advisors's JFR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Nuveen Floating Rate Income Fund (JFR) stake by 5.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 26,598 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Beacon Pointe Advisors first reported a position in JFR in Q3 2025 and has held it in 4 quarters since. The position peaked at $220K in Q3 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Beacon Pointe Advisors held 26,598 shares of Nuveen Floating Rate Income Fund worth $204K as of Q2 2026.
  • Beacon Pointe Advisors bought 1,350 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $10.2K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1805 holding.
  • Beacon Pointe Advisors first reported a position in Nuveen Floating Rate Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Nuveen Floating Rate Income Fund position peaked at $220K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.