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CoreCap Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

CoreCap Advisors’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
Q3 		$287K Sell
38,630
-8,844
-19% -$67.4K 0.01% 716
2026
Q2 		$364K Buy
47,474
+13,106
+38% +$99.1K 0.01% 654
2026
Q1 		$258K Sell
34,368
-6,613
-16% -$50.7K 0.01% 710
2025
Q4 		$321K Buy
40,981
+136
+0.3% +$1.07K 0.01% 633
2025
Q3 		$334K Sell
40,845
-2,300
-5% -$19.4K 0.01% 645
2025
Q2 		$365K Sell
43,145
-5,696
-12% -$46.6K 0.01% 570
2025
Q1 		$414K Sell
48,841
-2,200
-4% -$18.9K 0.02% 513
2024
Q4 		$455K Buy
51,041
+1,000
+2% +$8.95K 0.02% 494
2024
Q3 		$441K Sell
50,041
-11,690
-19% -$103K 0.02% 495
2024
Q2 		$534K Buy
61,731
+4,400
+8% +$38.3K 0.06% 213
2024
Q1 		$501K Buy
57,331
+6,000
+12% +$51K 0.03% 399
2023
Q4 		$422K Sell
51,331
-6,200
-11% -$49.6K 0.03% 378
2023
Q3 		$472K Buy
57,531
+27,485
+91% +$222K 0.03% 332
2023
Q2 		$237K Buy
+30,046
New +$241K 0.02% 495
2022
Q4 		$254K Hold
32,096
– – 0.02% 477
2022
Q3 		$260K Sell
32,096
-1,025
-3% -$8.82K 0.02% 437
2022
Q2 		$276K Buy
33,121
+259
+0.8% +$2.35K 0.02% 438
2022
Q1 		$329K Buy
32,862
+4,082
+14% +$41K 0.02% 387
2021
Q4 		$293K Buy
+28,780
New +$294K 0.02% 447

Other funds holding JFR

CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's JFR Position: Q3 2026 in Review

CoreCap Advisors reduced its Nuveen Floating Rate Income Fund (JFR) stake by 19% in Q3 2026, selling an estimated $67.4K and leaving 38,630 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #716.

CoreCap Advisors first reported a position in JFR in Q4 2021 and has held it in 19 quarters since. The position peaked at $534K in Q2 2024. 12 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

  • CoreCap Advisors held 38,630 shares of Nuveen Floating Rate Income Fund worth $287K as of Q3 2026.
  • CoreCap Advisors sold 8,844 Nuveen Floating Rate Income Fund shares in Q3 2026, an estimated $67.4K.
  • Nuveen Floating Rate Income Fund made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #716 holding.
  • CoreCap Advisors first reported a position in Nuveen Floating Rate Income Fund in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's Nuveen Floating Rate Income Fund position peaked at $534K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.