Cyndeo Wealth Partners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Cyndeo Wealth Partners’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	$15.3M	Buy	1,999,420 +204,050	+11%	+$1.54M	0.72%	34
2026 Q1	$13.5M	Buy	1,795,370 +265,100	+17%	+$2.03M	0.71%	37
2025 Q4	$12M	Sell	1,530,270 -210,700	-12%	-$1.66M	0.65%	38
2025 Q3	$14.2M	Sell	1,740,970 -67,350	-4%	-$567K	0.79%	33
2025 Q2	$15.3M	Buy	1,808,320 +364,320	+25%	+$2.98M	0.91%	27
2025 Q1	$12.2M	Buy	1,444,000 +1,021,050	+241%	+$8.75M	0.8%	29
2024 Q4	$3.77M	Sell	422,950 -134,500	-24%	-$1.2M	0.26%	101
2024 Q3	$4.92M	Buy	557,450 +80,981	+17%	+$712K	0.34%	84
2024 Q2	$4.12M	Buy	476,469 +59,019	+14%	+$514K	0.32%	91
2024 Q1	$3.64M	Buy	417,450 +30,000	+8%	+$255K	0.3%	99
2023 Q4	$3.18M	Buy	+387,450	New	+$3.1M	0.29%	99

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cyndeo Wealth Partners's JFR Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Nuveen Floating Rate Income Fund (JFR) stake by 11% in Q2 2026, buying an estimated $1.54M and bringing the position to 1,999,420 shares worth $15.3M. The position accounts for 0.72% of the portfolio, ranked #34.

Cyndeo Wealth Partners first reported a position in JFR in Q4 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Cyndeo Wealth Partners held 1,999,420 shares of Nuveen Floating Rate Income Fund worth $15.3M as of Q2 2026.
Cyndeo Wealth Partners bought 204,050 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $1.54M.
Nuveen Floating Rate Income Fund made up 0.72% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #34 holding.
Cyndeo Wealth Partners first reported a position in Nuveen Floating Rate Income Fund in Q4 2023 and has held it in 11 quarters since.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.