J.W. Cole Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.04M Buy
359,399
+34,536
+11% +$293K 0.06% 287
2025
Q1
$2.75M Buy
+324,863
New +$2.75M 0.09% 238