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Evolution Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Evolution Wealth Management’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
2025
Q3 		– Sell
-333
Closed -$2.82K – 640
2025
Q2 		$2.82K Buy
+333
New +$2.72K ﹤0.01% 495

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Evolution Wealth Management's JFR Position: Q3 2025 in Review

Evolution Wealth Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q3 2025, closing a stake of 333 shares — an estimated $2.82K sold.

Evolution Wealth Management first reported a position in JFR in Q2 2025 and held it in 1 quarter. The position peaked at $2.82K in Q2 2025. 175 funds tracked by Wall St. Rank hold JFR as of Q3 2025.

  • Evolution Wealth Management reported no remaining Nuveen Floating Rate Income Fund position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 333 Nuveen Floating Rate Income Fund shares in Q3 2025, an estimated $2.82K.
  • Evolution Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Nuveen Floating Rate Income Fund position peaked at $2.82K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.