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Binnacle Investments’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Binnacle Investments’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
Q3 		$27.3K Hold
3,337
– – 0.02% 213
2025
Q2 		$28.3K Hold
3,337
– – 0.02% 187
2025
Q1 		$28.3K Buy
+3,337
New +$28.6K 0.02% 171

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
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
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 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 $2.12B AUM 24.61% 1-Year Est. Return

Binnacle Investments's JFR Position: Q3 2025 in Review

Binnacle Investments held its Nuveen Floating Rate Income Fund (JFR) position steady in Q3 2025 at 3,337 shares worth $27.3K. The position accounts for 0.02% of the portfolio, ranked #213.

Binnacle Investments first reported a position in JFR in Q1 2025 and has held it in 3 quarters since. The position peaked at $28.3K in Q2 2025. 175 funds tracked by Wall St. Rank hold JFR as of Q3 2025.

  • Binnacle Investments held 3,337 shares of Nuveen Floating Rate Income Fund worth $27.3K as of Q3 2025.
  • Binnacle Investments left its Nuveen Floating Rate Income Fund share count unchanged in Q3 2025.
  • Nuveen Floating Rate Income Fund made up 0.02% of Binnacle Investments's portfolio in Q3 2025, its #213 holding.
  • Binnacle Investments first reported a position in Nuveen Floating Rate Income Fund in Q1 2025 and has held it in 3 quarters since.
  • Binnacle Investments's Nuveen Floating Rate Income Fund position peaked at $28.3K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.