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
2026 Q2	$336K	Buy	+43,816	New	+$331K	0.01%	1251
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 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

Global Retirement Partners's JFR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q2 2026: 43,816 shares worth $336K. The stake represents 0.01% of the portfolio and ranks #1251 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JFR as recently as Q4 2025.

Global Retirement Partners first reported a position in JFR in Q3 2023 and has held it in 10 quarters since. The position peaked at $371K in Q4 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Global Retirement Partners held 43,816 shares of Nuveen Floating Rate Income Fund worth $336K as of Q2 2026.
Nuveen Floating Rate Income Fund was a new Global Retirement Partners position in Q2 2026.
Nuveen Floating Rate Income Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1251 holding.
Global Retirement Partners first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 10 quarters since.
Global Retirement Partners's Nuveen Floating Rate Income Fund position peaked at $371K in Q4 2025.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.