Golden State Equity Partners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Golden State Equity 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	–	Sell	-40,509	Closed	-$305K	–	1061
2026 Q1	$305K	Buy	+40,509	New	+$311K	0.02%	574

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

Golden State Equity Partners's JFR Position: Q2 2026 in Review

Golden State Equity Partners sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2026, closing a stake of 40,509 shares — an estimated $305K sold.

Golden State Equity Partners first reported a position in JFR in Q1 2026 and held it in 1 quarter. The position peaked at $305K in Q1 2026. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Golden State Equity Partners reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 40,509 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $305K.
Golden State Equity Partners first reported a position in Nuveen Floating Rate Income Fund in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Nuveen Floating Rate Income Fund position peaked at $305K in Q1 2026.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.