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

EverSource Wealth 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	$21.3K	Buy	+2,866	New	+$21.8K	﹤0.01%	2400

Other funds holding JFR

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

EverSource Wealth Advisors's JFR Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q3 2026: 2,866 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #2400 among its holdings.

108 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

EverSource Wealth Advisors held 2,866 shares of Nuveen Floating Rate Income Fund worth $21.3K as of Q3 2026.
Nuveen Floating Rate Income Fund was a new EverSource Wealth Advisors position in Q3 2026.
Nuveen Floating Rate Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2400 holding.
108 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.