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Greykasell Wealth Strategies’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Greykasell Wealth Strategies’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 		$11.5K Sell
1,500
-1,670
-53% -$12.6K ﹤0.01% 358
2026
Q1 		$23.8K Hold
3,170
– – 0.01% 316
2025
Q4 		$24.8K Buy
+3,170
New +$25K 0.01% 292

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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

Greykasell Wealth Strategies's JFR Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its Nuveen Floating Rate Income Fund (JFR) stake by 53% in Q2 2026, selling an estimated $12.6K and leaving 1,500 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Greykasell Wealth Strategies first reported a position in JFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.8K in Q4 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Greykasell Wealth Strategies held 1,500 shares of Nuveen Floating Rate Income Fund worth $11.5K as of Q2 2026.
  • Greykasell Wealth Strategies sold 1,670 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $12.6K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #358 holding.
  • Greykasell Wealth Strategies first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Greykasell Wealth Strategies's Nuveen Floating Rate Income Fund position peaked at $24.8K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.