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Camelot Portfolios’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Camelot Portfolios’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 		$127K Hold
16,550
– – 0.09% 194
2026
Q1 		$124K Hold
16,550
– – 0.09% 186
2025
Q4 		$130K Hold
16,550
– – 0.08% 215
2025
Q3 		$135K Hold
16,550
– – 0.08% 196
2025
Q2 		$140K Hold
16,550
– – 0.08% 194
2025
Q1 		$140K Buy
16,550
+2,760
+20% +$23.7K 0.09% 195
2024
Q4 		$123K Sell
13,790
-1,741
-11% -$15.6K 0.13% 129
2024
Q3 		$137K Hold
15,531
– – 0.13% 135
2024
Q2 		$134K Hold
15,531
– – 0.08% 217
2024
Q1 		$136K Hold
15,531
– – 0.13% 130
2023
Q4 		$128K Hold
15,531
– – 0.08% 197
2023
Q3 		$128K Buy
+15,531
New +$125K 0.12% 130

Other funds holding JFR

CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Camelot Portfolios's JFR Position: Q2 2026 in Review

Camelot Portfolios held its Nuveen Floating Rate Income Fund (JFR) position steady in Q2 2026 at 16,550 shares worth $127K. The position accounts for 0.09% of the portfolio, ranked #194.

Camelot Portfolios first reported a position in JFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $140K in Q2 2025. 24 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Camelot Portfolios held 16,550 shares of Nuveen Floating Rate Income Fund worth $127K as of Q2 2026.
  • Camelot Portfolios left its Nuveen Floating Rate Income Fund share count unchanged in Q2 2026.
  • Nuveen Floating Rate Income Fund made up 0.09% of Camelot Portfolios's portfolio in Q2 2026, its #194 holding.
  • Camelot Portfolios first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 12 quarters since.
  • Camelot Portfolios's Nuveen Floating Rate Income Fund position peaked at $140K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.