Focus Partners Wealth
JFR icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Buy
45,443
+1,005
+2% +$7.6K ﹤0.01% 2177
2026
Q1 		$334K Buy
+44,438
New +$341K ﹤0.01% 2129
2025
Q1 		– Sell
-21,593
Closed -$193K – 1983
2024
Q4 		$193K Buy
21,593
+2,073
+11% +$18.6K ﹤0.01% 1741
2024
Q3 		$172K Hold
19,520
– – ﹤0.01% 1476
2024
Q2 		$169K Buy
+19,520
New +$170K ﹤0.01% 1168

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Focus Partners Wealth's JFR Position: Q2 2026 in Review

Focus Partners Wealth increased its Nuveen Floating Rate Income Fund (JFR) stake by 2.3% in Q2 2026, buying an estimated $7.6K and bringing the position to 45,443 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Focus Partners Wealth first reported a position in JFR in Q2 2024 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Focus Partners Wealth held 45,443 shares of Nuveen Floating Rate Income Fund worth $349K as of Q2 2026.
  • Focus Partners Wealth bought 1,005 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $7.6K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2177 holding.
  • Focus Partners Wealth first reported a position in Nuveen Floating Rate Income Fund in Q2 2024 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.