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

Focus Partners Wealth’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,593
Closed -$193K – 1953
2024
Q4 		$193K Buy
21,593
+2,073
+11% +$18.5K ﹤0.01% 1726
2024
Q3 		$172K Hold
19,520
– – ﹤0.01% 1461
2024
Q2 		$169K Buy
+19,520
New +$169K ﹤0.01% 1168