Creative Planning’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Creative Planning’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	–	Sell	-10,494	Closed	-$78.9K	–	4360
2026 Q1	$78.9K	Buy	+10,494	New	+$80.5K	﹤0.01%	3942
2017 Q3	–	Sell	-3,324	Closed	-$39K	–	2817
2017 Q2	$39K	Sell	3,324 -230	-6%	-$2.71K	﹤0.01%	2704
2017 Q1	$41K	Buy	3,554 +309	+10%	+$3.66K	﹤0.01%	2622
2016 Q4	$38K	Sell	3,245 -305	-9%	-$3.43K	﹤0.01%	2607
2016 Q3	$39K	Sell	3,550 -400	-10%	-$4.29K	﹤0.01%	2555
2016 Q2	$41K	Sell	3,950 -1,400	-26%	-$14.4K	﹤0.01%	2286
2016 Q1	$54K	Sell	5,350 -1,018	-16%	-$9.84K	﹤0.01%	2044
2015 Q4	$65K	Buy	6,368 +4,327	+212%	+$42.9K	﹤0.01%	1905
2015 Q3	$21K	Buy	+2,041	New	+$21.4K	﹤0.01%	2688
2015 Q2	–	Sell	-2,041	Closed	-$23K	–	2077
2015 Q1	$23K	Hold	2,041	–	–	﹤0.01%	2615
2014 Q4	$22K	Buy	+2,041	New	+$22.5K	﹤0.01%	2582

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

Creative Planning's JFR Position: Q2 2026 in Review

Creative Planning sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2026, closing a stake of 10,494 shares — an estimated $78.9K sold.

Creative Planning first reported a position in JFR in Q4 2014 and held it in 11 quarters. The position peaked at $78.9K in Q1 2026. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Creative Planning reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 10,494 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $78.9K.
Creative Planning first reported a position in Nuveen Floating Rate Income Fund in Q4 2014 and held it in 11 quarters.
Creative Planning's Nuveen Floating Rate Income Fund position peaked at $78.9K in Q1 2026.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.