Cetera Investment Advisers’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Cetera Investment Advisers’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	$3.11M	Sell	405,966 -47,576	-10%	-$360K	﹤0.01%	2007
2026 Q1	$3.41M	Buy	453,542 +62,761	+16%	+$482K	﹤0.01%	1798
2025 Q4	$3.06M	Sell	390,781 -3,415	-0.9%	-$26.9K	﹤0.01%	1836
2025 Q3	$3.22M	Buy	394,196 +174,137	+79%	+$1.47M	﹤0.01%	1766
2025 Q2	$1.86M	Buy	220,059 +17,062	+8%	+$139K	﹤0.01%	1892
2025 Q1	$1.72M	Buy	202,997 +17,921	+10%	+$154K	﹤0.01%	1856
2024 Q4	$1.65M	Buy	185,076 +67,963	+58%	+$608K	﹤0.01%	1794
2024 Q3	$1.03M	Buy	117,113 +13,961	+14%	+$123K	﹤0.01%	2098
2024 Q2	$892K	Sell	103,152 -3,228	-3%	-$28.1K	﹤0.01%	2160
2024 Q1	$929K	Buy	106,380 +90,830	+584%	+$772K	﹤0.01%	2136
2023 Q4	$128K	Buy	15,550 +153	+1%	+$1.22K	﹤0.01%	2117
2023 Q3	$126K	Buy	+15,397	New	+$124K	﹤0.01%	2058

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

Cetera Investment Advisers's JFR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Nuveen Floating Rate Income Fund (JFR) stake by 10% in Q2 2026, selling an estimated $360K and leaving 405,966 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Cetera Investment Advisers first reported a position in JFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.41M in Q1 2026. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Cetera Investment Advisers held 405,966 shares of Nuveen Floating Rate Income Fund worth $3.11M as of Q2 2026.
Cetera Investment Advisers sold 47,576 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $360K.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2007 holding.
Cetera Investment Advisers first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 12 quarters since.
Cetera Investment Advisers's Nuveen Floating Rate Income Fund position peaked at $3.41M in Q1 2026.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.