IFG
JFR icon

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

Independent Financial Group’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
Q3 		$385K Sell
51,768
-11,823
-19% -$90.1K 0.01% 1132
2026
Q2 		$488K Sell
63,591
-17,062
-21% -$129K 0.01% 1006
2026
Q1 		$607K Sell
80,653
-13,655
-14% -$105K 0.01% 833
2025
Q4 		$738K Sell
94,308
-16,571
-15% -$131K 0.02% 735
2025
Q3 		$907K Buy
110,879
+490
+0.4% +$4.13K 0.02% 628
2025
Q2 		$935K Buy
110,389
+1,107
+1% +$9.05K 0.03% 567
2025
Q1 		$926K Sell
109,282
-26,715
-20% -$229K 0.03% 505
2024
Q4 		$1.21M Buy
135,997
+19,178
+16% +$172K 0.04% 421
2024
Q3 		$1.03M Sell
116,819
-23,943
-17% -$210K 0.04% 440
2024
Q2 		$1.22M Buy
140,762
+11,417
+9% +$99.3K 0.05% 345
2024
Q1 		$1.13M Buy
129,345
+1,054
+0.8% +$8.96K 0.05% 344
2023
Q4 		$1.05M Sell
128,291
-5,121
-4% -$40.9K 0.06% 347
2023
Q3 		$1.1M Buy
133,412
+68,701
+106% +$554K 0.07% 297
2023
Q2 		$511K Buy
64,711
+26,454
+69% +$213K 0.04% 478
2023
Q1 		$314K Buy
38,257
+20,686
+118% +$172K 0.03% 588
2022
Q4 		$139K Buy
17,571
+5,945
+51% +$48.5K 0.01% 745
2022
Q3 		$94.3K Buy
+11,626
New +$100K 0.01% 714

Other funds holding JFR

CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Independent Financial Group's JFR Position: Q3 2026 in Review

Independent Financial Group reduced its Nuveen Floating Rate Income Fund (JFR) stake by 19% in Q3 2026, selling an estimated $90.1K and leaving 51,768 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1132.

Independent Financial Group first reported a position in JFR in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2024. 13 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

  • Independent Financial Group held 51,768 shares of Nuveen Floating Rate Income Fund worth $385K as of Q3 2026.
  • Independent Financial Group sold 11,823 Nuveen Floating Rate Income Fund shares in Q3 2026, an estimated $90.1K.
  • Nuveen Floating Rate Income Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1132 holding.
  • Independent Financial Group first reported a position in Nuveen Floating Rate Income Fund in Q3 2022 and has held it in 17 quarters since.
  • Independent Financial Group's Nuveen Floating Rate Income Fund position peaked at $1.22M in Q2 2024.
  • 13 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.