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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
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 $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Beacon Pointe Advisors's JFR Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Nuveen Floating Rate Income Fund (JFR) stake by 6% in Q1 2026, selling an estimated $12.5K and leaving 25,248 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Beacon Pointe Advisors first reported a position in JFR in Q3 2025 and has held it in 3 quarters since. The position peaked at $220K in Q3 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

  • Beacon Pointe Advisors held 25,248 shares of Nuveen Floating Rate Income Fund worth $190K as of Q1 2026.
  • Beacon Pointe Advisors sold 1,625 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $12.5K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1738 holding.
  • Beacon Pointe Advisors first reported a position in Nuveen Floating Rate Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Nuveen Floating Rate Income Fund position peaked at $220K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.