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Concorde Asset Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Concorde Asset Management’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
Q1 		– Sell
-12,793
Closed -$100K – 228
2025
Q4 		$100K Buy
+12,793
New +$101K 0.04% 239

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Concorde Asset Management's JFR Position: Q1 2026 in Review

Concorde Asset Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2026, closing a stake of 12,793 shares — an estimated $100K sold.

Concorde Asset Management first reported a position in JFR in Q4 2025 and held it in 1 quarter. The position peaked at $100K in Q4 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

  • Concorde Asset Management reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 12,793 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $100K.
  • Concorde Asset Management first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and held it in 1 quarter.
  • Concorde Asset Management's Nuveen Floating Rate Income Fund position peaked at $100K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.