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Financial & Tax Architects’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Financial & Tax Architects’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
Q4 		– Sell
-33,719
Closed -$276K – 112
2025
Q3 		$276K Sell
33,719
-19,315
-36% -$163K 0.06% 98
2025
Q2 		$449K Buy
53,034
+34,277
+183% +$280K 0.11% 76
2025
Q1 		$159K Buy
18,757
+1,188
+7% +$10.2K 0.04% 101
2024
Q4 		$157K Buy
+17,569
New +$157K 0.04% 103

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Financial & Tax Architects's JFR Position: Q4 2025 in Review

Financial & Tax Architects sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2025, closing a stake of 33,719 shares — an estimated $276K sold.

Financial & Tax Architects first reported a position in JFR in Q4 2024 and held it in 4 quarters. The position peaked at $449K in Q2 2025. 188 funds tracked by Wall St. Rank hold JFR as of Q4 2025.

  • Financial & Tax Architects reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Financial & Tax Architects sold 33,719 Nuveen Floating Rate Income Fund shares in Q4 2025, an estimated $276K.
  • Financial & Tax Architects first reported a position in Nuveen Floating Rate Income Fund in Q4 2024 and held it in 4 quarters.
  • Financial & Tax Architects's Nuveen Floating Rate Income Fund position peaked at $449K in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2025.

Based on Financial & Tax Architects's 13F filing for Q4 2025, filed 21 Jan 2026.