Kanen Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Kanen Wealth Management’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	$7.37M	Buy	959,147 +145,913	+18%	+$1.1M	1.79%	15
2026 Q1	$6.12M	Buy	813,234 +45,800	+6%	+$351K	2.2%	15
2025 Q4	$6M	Buy	767,434 +259,534	+51%	+$2.05M	1.82%	15
2025 Q3	$4.15M	Buy	507,900 +369,450	+267%	+$3.11M	1.39%	15
2025 Q2	$1.17M	Buy	+138,450	New	+$1.13M	0.45%	22

Other funds holding JFR

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 Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kanen Wealth Management's JFR Position: Q2 2026 in Review

Kanen Wealth Management increased its Nuveen Floating Rate Income Fund (JFR) stake by 18% in Q2 2026, buying an estimated $1.1M and bringing the position to 959,147 shares worth $7.37M. The position accounts for 1.79% of the portfolio, ranked #15.

Kanen Wealth Management first reported a position in JFR in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Kanen Wealth Management held 959,147 shares of Nuveen Floating Rate Income Fund worth $7.37M as of Q2 2026.
Kanen Wealth Management bought 145,913 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $1.1M.
Nuveen Floating Rate Income Fund made up 1.79% of Kanen Wealth Management's portfolio in Q2 2026, its #15 holding.
Kanen Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q2 2025 and has held it in 5 quarters since.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Kanen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.