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Keyes Stange & Wooten Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Keyes Stange & Wooten 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 		$133K Hold
17,321
– – 0.05% 74
2026
Q1 		$130K Hold
17,321
– – 0.06% 70
2025
Q4 		$136K Buy
+17,321
New +$137K 0.06% 72

Other funds holding JFR

CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's JFR Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management held its Nuveen Floating Rate Income Fund (JFR) position steady in Q2 2026 at 17,321 shares worth $133K. The position accounts for 0.05% of the portfolio, ranked #74.

Keyes Stange & Wooten Wealth Management first reported a position in JFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $136K in Q4 2025. 104 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 17,321 shares of Nuveen Floating Rate Income Fund worth $133K as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management left its Nuveen Floating Rate Income Fund share count unchanged in Q2 2026.
  • Nuveen Floating Rate Income Fund made up 0.05% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Keyes Stange & Wooten Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Keyes Stange & Wooten Wealth Management's Nuveen Floating Rate Income Fund position peaked at $136K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.