Global Wealth Strategies & Associates’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-4,850	Closed	-$36.5K	–	265
2026 Q1	$36.5K	Hold	4,850	–	–	0.01%	202
2025 Q4	$38K	Hold	4,850	–	–	0.01%	179
2025 Q3	$39.7K	Buy	+4,850	New	+$40.8K	0.01%	166

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 Wealth Strategies & Associates's JFR Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2026, closing a stake of 4,850 shares — an estimated $36.5K sold.

Global Wealth Strategies & Associates first reported a position in JFR in Q3 2025 and held it in 3 quarters. The position peaked at $39.7K in Q3 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 4,850 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $36.5K.
Global Wealth Strategies & Associates first reported a position in Nuveen Floating Rate Income Fund in Q3 2025 and held it in 3 quarters.
Global Wealth Strategies & Associates's Nuveen Floating Rate Income Fund position peaked at $39.7K in Q3 2025.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.