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Coquina Private Wealth LLC’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Coquina Private Wealth LLC’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 		$340K Sell
44,304
-102
-0.2% -$771 0.23% 63
2026
Q1 		$334K Sell
44,406
-1,044
-2% -$8.01K 0.27% 56
2025
Q4 		$356K Buy
+45,450
New +$359K 0.29% 57

Other funds holding JFR

CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Coquina Private Wealth LLC's JFR Position: Q2 2026 in Review

Coquina Private Wealth LLC reduced its Nuveen Floating Rate Income Fund (JFR) stake by 0.23% in Q2 2026, selling an estimated $771 and leaving 44,304 shares worth $340K. The position accounts for 0.23% of the portfolio, ranked #63.

Coquina Private Wealth LLC first reported a position in JFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $356K in Q4 2025. 97 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Coquina Private Wealth LLC held 44,304 shares of Nuveen Floating Rate Income Fund worth $340K as of Q2 2026.
  • Coquina Private Wealth LLC sold 102 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $771.
  • Nuveen Floating Rate Income Fund made up 0.23% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #63 holding.
  • Coquina Private Wealth LLC first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's Nuveen Floating Rate Income Fund position peaked at $356K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.