Fortitude Advisory Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Fortitude Advisory Group’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	$422K	Buy	54,980 +9,199	+20%	+$69.5K	0.16%	122
2026 Q1	$344K	Hold	45,781	–	–	0.15%	135
2025 Q4	$358K	Buy	45,781 +3,094	+7%	+$24.4K	0.15%	113
2025 Q3	$349K	Hold	42,687	–	–	0.19%	120
2025 Q2	$362K	Hold	42,687	–	–	0.21%	109
2025 Q1	$339K	Hold	42,687	–	–	0.24%	99
2024 Q4	$381K	Buy	42,687 +1,706	+4%	+$15.3K	0.23%	90
2024 Q3	$361K	Buy	40,981 +567	+1%	+$4.98K	0.23%	105
2024 Q2	$350K	Buy	40,414 +920	+2%	+$8.01K	0.21%	104
2024 Q1	$345K	Hold	39,494	–	–	0.19%	114
2023 Q4	$325K	Buy	39,494 +11	+0%	+$88	0.2%	118
2023 Q3	$324K	Buy	39,483 +26,411	+202%	+$213K	0.22%	103
2023 Q2	$103K	Buy	13,072 +2,222	+20%	+$17.9K	0.08%	204
2023 Q1	$89K	Buy	10,850 +514	+5%	+$4.28K	0.07%	215
2022 Q4	$81.9K	Buy	+10,336	New	+$84.4K	0.07%	210
2022 Q2	–	Sell	-7,344	Closed	-$74K	–	748
2022 Q1	$74K	Hold	7,344	–	–	0.04%	415
2021 Q4	$75K	Buy	+7,344	New	+$74.9K	0.04%	428

Other funds holding JFR

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 Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fortitude Advisory Group's JFR Position: Q2 2026 in Review

Fortitude Advisory Group increased its Nuveen Floating Rate Income Fund (JFR) stake by 20% in Q2 2026, buying an estimated $69.5K and bringing the position to 54,980 shares worth $422K. The position accounts for 0.16% of the portfolio, ranked #122.

Fortitude Advisory Group first reported a position in JFR in Q4 2021 and has held it in 17 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Fortitude Advisory Group held 54,980 shares of Nuveen Floating Rate Income Fund worth $422K as of Q2 2026.
Fortitude Advisory Group bought 9,199 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $69.5K.
Nuveen Floating Rate Income Fund made up 0.16% of Fortitude Advisory Group's portfolio in Q2 2026, its #122 holding.
Fortitude Advisory Group first reported a position in Nuveen Floating Rate Income Fund in Q4 2021 and has held it in 17 quarters since.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.