IWA
JFR icon

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

Icon Wealth 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
Q1 		– Sell
-10,625
Closed -$83.2K – 414
2025
Q4 		$83.2K Buy
+10,625
New +$83.8K 0.01% 391

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

Icon Wealth Advisors's JFR Position: Q1 2026 in Review

Icon Wealth Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2026, closing a stake of 10,625 shares — an estimated $83.2K sold.

Icon Wealth Advisors first reported a position in JFR in Q4 2025 and held it in 1 quarter. The position peaked at $83.2K in Q4 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 10,625 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $83.2K.
  • Icon Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and held it in 1 quarter.
  • Icon Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $83.2K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.