HWP
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Highline Wealth Partners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Highline Wealth 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 		$3.83K Hold
500
– – ﹤0.01% 929
2026
Q1 		$3.76K Hold
500
– – ﹤0.01% 821
2025
Q4 		$3.92K Hold
500
– – ﹤0.01% 632
2025
Q3 		$4.09K Buy
+500
New +$4.21K ﹤0.01% 633

Other funds holding JFR

CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Highline Wealth Partners's JFR Position: Q2 2026 in Review

Highline Wealth Partners held its Nuveen Floating Rate Income Fund (JFR) position steady in Q2 2026 at 500 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Highline Wealth Partners first reported a position in JFR in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.09K in Q3 2025. 27 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Highline Wealth Partners held 500 shares of Nuveen Floating Rate Income Fund worth $3.83K as of Q2 2026.
  • Highline Wealth Partners left its Nuveen Floating Rate Income Fund share count unchanged in Q2 2026.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #929 holding.
  • Highline Wealth Partners first reported a position in Nuveen Floating Rate Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Nuveen Floating Rate Income Fund position peaked at $4.09K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.