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

Calamos 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	$332K	Buy	43,300 +2,886	+7%	+$21.8K	﹤0.01%	870
2026 Q1	$304K	Buy	+40,414	New	+$310K	﹤0.01%	996
2025 Q3	–	Sell	-38,180	Closed	-$323K	–	965
2025 Q2	$323K	Sell	38,180 -3,320	-8%	-$27.1K	﹤0.01%	786
2025 Q1	$352K	Buy	+41,500	New	+$356K	﹤0.01%	748

Other funds holding JFR

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 Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Calamos Advisors's JFR Position: Q2 2026 in Review

Calamos Advisors increased its Nuveen Floating Rate Income Fund (JFR) stake by 7.1% in Q2 2026, buying an estimated $21.8K and bringing the position to 43,300 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Calamos Advisors first reported a position in JFR in Q1 2025 and has held it in 4 quarters since. The position peaked at $352K in Q1 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Calamos Advisors held 43,300 shares of Nuveen Floating Rate Income Fund worth $332K as of Q2 2026.
Calamos Advisors bought 2,886 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $21.8K.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Calamos Advisors's portfolio in Q2 2026, its #870 holding.
Calamos Advisors first reported a position in Nuveen Floating Rate Income Fund in Q1 2025 and has held it in 4 quarters since.
Calamos Advisors's Nuveen Floating Rate Income Fund position peaked at $352K in Q1 2025.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.