HighTower Advisors
JFR icon

HighTower Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

HighTower Advisors’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 		$137K Sell
17,914
-78,621
-81% -$594K ﹤0.01% 3610
2026
Q1 		$726K Sell
96,535
-12,842
-12% -$98.5K ﹤0.01% 2412
2025
Q4 		$856K Buy
109,377
+79,843
+270% +$630K ﹤0.01% 2236
2025
Q3 		$242K Buy
29,534
+1,479
+5% +$12.4K ﹤0.01% 3213
2025
Q2 		$238K Sell
28,055
-2,794
-9% -$22.8K ﹤0.01% 3133
2025
Q1 		$261K Buy
30,849
+5,466
+22% +$46.8K ﹤0.01% 2980
2024
Q4 		$226K Sell
25,383
-23,113
-48% -$207K ﹤0.01% 3107
2024
Q3 		$429K Buy
48,496
+25,197
+108% +$221K ﹤0.01% 2519
2024
Q2 		$201K Buy
23,299
+2,394
+11% +$20.8K ﹤0.01% 3024
2024
Q1 		$182K Sell
20,905
-307
-1% -$2.61K ﹤0.01% 3013
2023
Q4 		$173K Sell
21,212
-123,524
-85% -$987K ﹤0.01% 3055
2023
Q3 		$1.19M Buy
144,736
+118,761
+457% +$957K ﹤0.01% 1669
2023
Q2 		$204K Hold
25,975
– – ﹤0.01% 2853
2023
Q1 		$212K Hold
25,975
– – ﹤0.01% 2709
2022
Q4 		$207K Sell
25,975
-3,665
-12% -$29.9K ﹤0.01% 2749
2022
Q3 		$241K Hold
29,640
– – ﹤0.01% 2487
2022
Q2 		$247K Buy
29,640
+3,000
+11% +$27.2K ﹤0.01% 2491
2022
Q1 		$267K Hold
26,640
– – ﹤0.01% 2615
2021
Q4 		$271K Hold
26,640
– – ﹤0.01% 2532
2021
Q3 		$267K Hold
26,640
– – ﹤0.01% 2498
2021
Q2 		$267K Sell
26,640
-535
-2% -$5.18K ﹤0.01% 2456
2021
Q1 		$262K Buy
27,175
+7,794
+40% +$73K ﹤0.01% 2395
2020
Q4 		$169K Buy
+19,381
New +$163K ﹤0.01% 2248
2014
Q4 		– Sell
-13,670
Closed -$154K – 1631
2014
Q3 		$154K Buy
13,670
+44
+0.3% +$515 ﹤0.01% 1388
2014
Q2 		$165K Buy
+13,626
New +$161K ﹤0.01% 1433

Other funds holding JFR

Morgan Stanley
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
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
PCM
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

HighTower Advisors's JFR Position: Q2 2026 in Review

HighTower Advisors reduced its Nuveen Floating Rate Income Fund (JFR) stake by 81% in Q2 2026, selling an estimated $594K and leaving 17,914 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

HighTower Advisors first reported a position in JFR in Q2 2014 and has held it in 25 quarters since. The position peaked at $1.19M in Q3 2023. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • HighTower Advisors held 17,914 shares of Nuveen Floating Rate Income Fund worth $137K as of Q2 2026.
  • HighTower Advisors sold 78,621 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $594K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3610 holding.
  • HighTower Advisors first reported a position in Nuveen Floating Rate Income Fund in Q2 2014 and has held it in 25 quarters since.
  • HighTower Advisors's Nuveen Floating Rate Income Fund position peaked at $1.19M in Q3 2023.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.