GRP
JFR icon

Global Retirement Partners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Global Retirement Partners’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 		$371K Buy
47,402
+45,357
+2,218% +$358K 0.01% 1122
2025
Q3 		$16.7K Buy
2,045
+60
+3% +$505 ﹤0.01% 2479
2025
Q2 		$16.8K Buy
+1,985
New +$16.2K ﹤0.01% 2363
2024
Q4 		$16.8K Buy
1,887
+70
+4% +$627 ﹤0.01% 2183
2024
Q3 		$16K Buy
1,817
+52
+3% +$457 ﹤0.01% 2100
2024
Q2 		$15.3K Buy
1,765
+51
+3% +$444 ﹤0.01% 2121
2024
Q1 		$15K Buy
1,714
+34
+2% +$289 ﹤0.01% 1935
2023
Q4 		$13.7K Buy
1,680
+52
+3% +$416 ﹤0.01% 1935
2023
Q3 		$13K Buy
+1,628
New +$13.1K ﹤0.01% 1846

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

Global Retirement Partners's JFR Position: Q4 2025 in Review

Global Retirement Partners increased its Nuveen Floating Rate Income Fund (JFR) stake by 2,218% in Q4 2025, buying an estimated $358K and bringing the position to 47,402 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #1122.

Global Retirement Partners first reported a position in JFR in Q3 2023 and has held it in 9 quarters since. 188 funds tracked by Wall St. Rank hold JFR as of Q4 2025.

  • Global Retirement Partners held 47,402 shares of Nuveen Floating Rate Income Fund worth $371K as of Q4 2025.
  • Global Retirement Partners bought 45,357 Nuveen Floating Rate Income Fund shares in Q4 2025, an estimated $358K.
  • Nuveen Floating Rate Income Fund made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1122 holding.
  • Global Retirement Partners first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 9 quarters since.
  • 188 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.