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

CAPTRUST Financial 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
2025
Q2 		$155K Sell
2025
Q1 		$200K Hold
2024
Q4 		$211K Hold
2024
Q3 		$208K Sell
2024
Q2 		$212K Hold
2024
Q1 		$214K Buy
2023
Q4 		$171K Sell
2023
Q3 		$184K Buy