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Carolinas Wealth Consulting’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-34,420
Closed -$292K – 498
2025
Q1 		$292K Hold
34,420
– – 0.06% 146
2024
Q4 		$307K Hold
34,420
– – 0.06% 146
2024
Q3 		$307K Buy
34,420
+15,331
+80% +$135K 0.06% 150
2024
Q2 		$167K Buy
+19,089
New +$166K 0.03% 193

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
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Carolinas Wealth Consulting's JFR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2025, closing a stake of 34,420 shares — an estimated $292K sold.

Carolinas Wealth Consulting first reported a position in JFR in Q2 2024 and held it in 4 quarters. The position peaked at $307K in Q4 2024. 168 funds tracked by Wall St. Rank hold JFR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 34,420 Nuveen Floating Rate Income Fund shares in Q2 2025, an estimated $292K.
  • Carolinas Wealth Consulting first reported a position in Nuveen Floating Rate Income Fund in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Nuveen Floating Rate Income Fund position peaked at $307K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.