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

Farther Finance 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 		$130K Sell
17,535
-116
-0.7% -$884 ﹤0.01% 2645
2026
Q2 		$135K Sell
17,651
-175
-1% -$1.32K ﹤0.01% 2500
2026
Q1 		$133K Buy
17,826
+631
+4% +$4.84K ﹤0.01% 2304
2025
Q4 		$135K Buy
17,195
+2,168
+14% +$17.1K ﹤0.01% 2159
2025
Q3 		$123K Sell
15,027
-260
-2% -$2.19K ﹤0.01% 1903
2025
Q2 		$129K Buy
15,287
+48
+0.3% +$392 ﹤0.01% 1624
2025
Q1 		$129K Sell
15,239
-5,941
-28% -$50.9K ﹤0.01% 1416
2024
Q4 		$189K Sell
21,180
-11,942
-36% -$107K 0.01% 1013
2024
Q3 		$292K Sell
33,122
-1,118
-3% -$9.83K 0.01% 844
2024
Q2 		$300K Buy
34,240
+10,662
+45% +$92.8K 0.01% 674
2024
Q1 		$206K Buy
23,578
+10,638
+82% +$90.5K 0.01% 674
2023
Q4 		$106K Sell
12,940
-21,756
-63% -$174K 0.01% 781
2023
Q3 		$285K Buy
+34,696
New +$280K 0.04% 309

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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Farther Finance Advisors's JFR Position: Q3 2026 in Review

Farther Finance Advisors reduced its Nuveen Floating Rate Income Fund (JFR) stake by 0.66% in Q3 2026, selling an estimated $884 and leaving 17,535 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Farther Finance Advisors first reported a position in JFR in Q3 2023 and has held it in 13 quarters since. The position peaked at $300K in Q2 2024. 13 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

  • Farther Finance Advisors held 17,535 shares of Nuveen Floating Rate Income Fund worth $130K as of Q3 2026.
  • Farther Finance Advisors sold 116 Nuveen Floating Rate Income Fund shares in Q3 2026, an estimated $884.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2645 holding.
  • Farther Finance Advisors first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's Nuveen Floating Rate Income Fund position peaked at $300K in Q2 2024.
  • 13 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

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