CPC
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Congress Park Capital’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Congress Park Capital’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 		$26.7M Buy
3,477,794
+356,471
+11% +$2.69M 7.2% 1
2026
Q1 		$23.5M Buy
3,121,323
+936,565
+43% +$7.19M 7.21% 1
2025
Q4 		$17.1M Sell
2,184,758
-574,174
-21% -$4.53M 5.11% 2
2025
Q3 		$22.6M Sell
2,758,932
-59,835
-2% -$504K 7.01% 1
2025
Q2 		$23.9M Buy
2,818,767
+397,228
+16% +$3.25M 7.83% 1
2025
Q1 		$20.5M Buy
2,421,539
+877,338
+57% +$7.52M 7.77% 1
2024
Q4 		$13.8M Buy
1,544,201
+49,963
+3% +$447K 5% 2
2024
Q3 		$13.2M Buy
1,494,238
+232,590
+18% +$2.04M 4.89% 1
2024
Q2 		$10.9M Buy
1,261,648
+218,221
+21% +$1.9M 4.38% 3
2024
Q1 		$9.11M Buy
1,043,427
+114,385
+12% +$973K 4.03% 3
2023
Q4 		$7.64M Buy
929,042
+564,042
+155% +$4.51M 3.73% 6
2023
Q3 		$3M Buy
365,000
+255,000
+232% +$2.06M 1.56% 13
2023
Q2 		$868K Buy
110,000
+25,000
+29% +$201K 0.43% 53
2023
Q1 		$697K Buy
85,000
+10,000
+13% +$83.3K 0.36% 61
2022
Q4 		$594K Buy
75,000
+17,500
+30% +$143K 0.35% 69
2022
Q3 		$466K Buy
57,500
+27,500
+92% +$237K 0.27% 77
2022
Q2 		$250K Hold
30,000
– – 0.15% 106
2022
Q1 		$300K Sell
30,000
-37,500
-56% -$376K 0.15% 115
2021
Q4 		$686K Buy
67,500
+1,500
+2% +$15.3K 0.34% 71
2021
Q3 		$665K Buy
66,000
+21,000
+47% +$208K 0.34% 64
2021
Q2 		$451K Buy
+45,000
New +$436K 0.23% 87

Other funds holding JFR

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
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Congress Park Capital's JFR Position: Q2 2026 in Review

Congress Park Capital increased its Nuveen Floating Rate Income Fund (JFR) stake by 11% in Q2 2026, buying an estimated $2.69M and bringing the position to 3,477,794 shares worth $26.7M. The position accounts for 7.2% of the portfolio, ranked #1.

Congress Park Capital first reported a position in JFR in Q2 2021 and has held it in 21 quarters since. 24 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Congress Park Capital held 3,477,794 shares of Nuveen Floating Rate Income Fund worth $26.7M as of Q2 2026.
  • Congress Park Capital bought 356,471 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $2.69M.
  • Nuveen Floating Rate Income Fund made up 7.2% of Congress Park Capital's portfolio in Q2 2026, its #1 holding.
  • Congress Park Capital first reported a position in Nuveen Floating Rate Income Fund in Q2 2021 and has held it in 21 quarters since.
  • 24 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.