Cambridge Investment Research Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Cambridge Investment Research 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	$1.34M	Buy	174,914 +9,652	+6%	+$73K	﹤0.01%	2027
2026 Q1	$1.24M	Sell	165,262 -25,087	-13%	-$192K	﹤0.01%	1980
2025 Q4	$1.49M	Sell	190,349 -45,985	-19%	-$363K	﹤0.01%	1782
2025 Q3	$1.93M	Sell	236,334 -532	-0.2%	-$4.48K	0.01%	1537
2025 Q2	$2.01M	Sell	236,866 -4,244	-2%	-$34.7K	0.01%	1440
2025 Q1	$2.04M	Buy	241,110 +22,792	+10%	+$195K	0.01%	1325
2024 Q4	$1.95M	Sell	218,318 -10,205	-4%	-$91.3K	0.01%	1377
2024 Q3	$2.02M	Sell	228,523 -8,172	-3%	-$71.8K	0.01%	1340
2024 Q2	$2.05M	Buy	236,695 +18,028	+8%	+$157K	0.01%	1267
2024 Q1	$1.91M	Sell	218,667 -16,126	-7%	-$137K	0.01%	1293
2023 Q4	$1.93M	Buy	234,793 +20,660	+10%	+$165K	0.01%	1223
2023 Q3	$1.76M	Buy	214,133 +145,662	+213%	+$1.17M	0.01%	1225
2023 Q2	$540K	Sell	68,471 -419	-0.6%	-$3.37K	﹤0.01%	2073
2023 Q1	$565K	Sell	68,890 -2,127	-3%	-$17.7K	﹤0.01%	2002
2022 Q4	$562K	Sell	71,017 -5,329	-7%	-$43.5K	﹤0.01%	1921
2022 Q3	$619K	Sell	76,346 -376	-0.5%	-$3.23K	﹤0.01%	1797
2022 Q2	$640K	Buy	76,722 +11,137	+17%	+$101K	﹤0.01%	1775
2022 Q1	$657K	Buy	65,585 +8,598	+15%	+$86.3K	﹤0.01%	1886
2021 Q4	$580K	Sell	56,987 -5,960	-9%	-$60.8K	﹤0.01%	1984
2021 Q3	$634K	Buy	62,947 +7,365	+13%	+$73K	﹤0.01%	1865
2021 Q2	$557K	Buy	55,582 +1,717	+3%	+$16.6K	﹤0.01%	1964
2021 Q1	$520K	Buy	53,865 +587	+1%	+$5.49K	﹤0.01%	1886
2020 Q4	$466K	Sell	53,278 -20,058	-27%	-$169K	﹤0.01%	1816
2020 Q3	$609K	Sell	73,336 -4,102	-5%	-$33.4K	﹤0.01%	1484
2020 Q2	$612K	Buy	77,438 +4	+0%	+$31	﹤0.01%	1441
2020 Q1	$585K	Sell	77,434 -16,568	-18%	-$154K	0.01%	1275
2019 Q4	$963K	Buy	94,002 +13,786	+17%	+$132K	0.01%	1170
2019 Q3	$780K	Sell	80,216 -14,600	-15%	-$141K	0.01%	1218
2019 Q2	$934K	Buy	94,816 +32,640	+52%	+$322K	0.01%	1049
2019 Q1	$599K	Buy	62,176 +5,014	+9%	+$49K	0.01%	1363
2018 Q4	$528K	Buy	57,162 +6,421	+13%	+$63.1K	0.01%	1285
2018 Q3	$527K	Buy	50,741 +14,977	+42%	+$155K	0.01%	1412
2018 Q2	$374K	Buy	35,764 +608	+2%	+$6.56K	﹤0.01%	1582
2018 Q1	$383K	Buy	35,156 +5,329	+18%	+$58.6K	﹤0.01%	1502
2017 Q4	$334K	Sell	29,827 -27,849	-48%	-$315K	﹤0.01%	1580
2017 Q3	$675K	Buy	57,676 +19,456	+51%	+$229K	0.01%	1050
2017 Q2	$453K	Buy	38,220 +25,897	+210%	+$305K	0.01%	1259
2017 Q1	$142K	Buy	+12,323	New	+$146K	﹤0.01%	1666
2016 Q2	–	Sell	-10,527	Closed	-$106K	–	1646
2016 Q1	$106K	Buy	+10,527	New	+$102K	﹤0.01%	1510
2015 Q4	–	Sell	-13,962	Closed	-$140K	–	1601
2015 Q3	$140K	Buy	+13,962	New	+$146K	﹤0.01%	1323
2014 Q4	–	Sell	-581,931	Closed	-$6.57M	–	1442
2014 Q3	$6.57M	Buy	581,931 +560,378	+2,600%	+$6.55M	0.19%	116
2014 Q2	$261K	Sell	21,553 -600	-3%	-$7.07K	0.01%	1069
2014 Q1	$265K	Buy	+22,153	New	+$267K	0.01%	1011

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

Cambridge Investment Research Advisors's JFR Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Nuveen Floating Rate Income Fund (JFR) stake by 5.8% in Q2 2026, buying an estimated $73K and bringing the position to 174,914 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Cambridge Investment Research Advisors first reported a position in JFR in Q1 2014 and has held it in 43 quarters since. The position peaked at $6.57M in Q3 2014. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Cambridge Investment Research Advisors held 174,914 shares of Nuveen Floating Rate Income Fund worth $1.34M as of Q2 2026.
Cambridge Investment Research Advisors bought 9,652 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $73K.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2027 holding.
Cambridge Investment Research Advisors first reported a position in Nuveen Floating Rate Income Fund in Q1 2014 and has held it in 43 quarters since.
Cambridge Investment Research Advisors's Nuveen Floating Rate Income Fund position peaked at $6.57M in Q3 2014.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.