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HRT Financial’s Nuveen Floating Rate Income Fund JFR Stock Holding History

HRT Financial’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
Q1 		– Sell
-21,849
Closed -$171K – 4266
2025
Q4 		$171K Buy
+21,849
New +$172K ﹤0.01% 2670
2024
Q4 		– Sell
-38,394
Closed -$338K – 2829
2024
Q3 		$338K Buy
38,394
+15,859
+70% +$139K ﹤0.01% 1754
2024
Q2 		$194K Buy
+22,535
New +$196K ﹤0.01% 1669
2023
Q2 		– Sell
-10,763
Closed -$88K – 2867
2023
Q1 		$88K Buy
+10,763
New +$89.7K ﹤0.01% 2077
2022
Q2 		– Sell
-11,073
Closed -$110K – 3307
2022
Q1 		$110K Buy
11,073
+1,026
+10% +$10.3K ﹤0.01% 2636
2021
Q4 		$102K Buy
+10,047
New +$103K ﹤0.01% 2754
2020
Q2 		– Sell
-85,700
Closed -$647K – 1642
2020
Q1 		$647K Buy
+85,700
New +$794K 0.04% 345

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HRT Financial's JFR Position: Q1 2026 in Review

HRT Financial sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2026, closing a stake of 21,849 shares — an estimated $171K sold.

HRT Financial first reported a position in JFR in Q1 2020 and held it in 7 quarters. The position peaked at $647K in Q1 2020. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

  • HRT Financial reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 21,849 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $171K.
  • HRT Financial first reported a position in Nuveen Floating Rate Income Fund in Q1 2020 and held it in 7 quarters.
  • HRT Financial's Nuveen Floating Rate Income Fund position peaked at $647K in Q1 2020.
  • 185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.