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

Kovack 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
Q2 		$1.6M Buy
208,325
+39,659
+24% +$300K 0.08% 258
2026
Q1 		$1.26M Buy
168,666
+81,831
+94% +$628K 0.07% 288
2025
Q4 		$680K Buy
86,835
+51,931
+149% +$410K 0.03% 489
2025
Q3 		$286K Sell
34,904
-52,675
-60% -$443K 0.03% 479
2025
Q2 		$742K Buy
87,579
+28,103
+47% +$230K 0.07% 246
2025
Q1 		$504K Buy
59,476
+29,908
+101% +$256K 0.05% 299
2024
Q4 		$264K Sell
29,568
-3,637
-11% -$32.6K 0.03% 489
2024
Q3 		$293K Sell
33,205
-10,253
-24% -$90.1K 0.03% 443
2024
Q2 		$376K Sell
43,458
-6,584
-13% -$57.3K 0.04% 368
2024
Q1 		$437K Buy
50,042
+1,297
+3% +$11K 0.05% 278
2023
Q4 		$401K Sell
48,745
-14,937
-23% -$119K 0.05% 354
2023
Q3 		$523K Buy
63,682
+30,382
+91% +$245K 0.07% 251
2023
Q2 		$263K Buy
33,300
+5,900
+22% +$47.4K 0.03% 446
2023
Q1 		$225K Sell
27,400
-1,000
-4% -$8.33K 0.03% 483
2022
Q4 		$225K Sell
28,400
-10,200
-26% -$83.3K 0.03% 491
2022
Q3 		$313K Hold
38,600
– – 0.05% 394
2022
Q2 		$322K Buy
38,600
+900
+2% +$8.17K 0.04% 427
2022
Q1 		$377K Sell
37,700
-900
-2% -$9.03K 0.04% 461
2021
Q4 		$393K Buy
38,600
+2,000
+5% +$20.4K 0.04% 442
2021
Q3 		$369K Sell
36,600
-3,469
-9% -$34.4K 0.04% 456
2021
Q2 		$401K Buy
40,069
+1,700
+4% +$16.5K 0.05% 418
2021
Q1 		$371K Sell
38,369
-2,111
-5% -$19.8K 0.05% 388
2020
Q4 		$354K Buy
40,480
+27,311
+207% +$230K 0.05% 353
2020
Q3 		$109K Buy
+13,169
New +$107K 0.02% 455

Other funds holding JFR

Morgan Stanley
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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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

Kovack Advisors's JFR Position: Q2 2026 in Review

Kovack Advisors increased its Nuveen Floating Rate Income Fund (JFR) stake by 24% in Q2 2026, buying an estimated $300K and bringing the position to 208,325 shares worth $1.6M. The position accounts for 0.08% of the portfolio, ranked #258.

Kovack Advisors first reported a position in JFR in Q3 2020 and has held it in 24 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Kovack Advisors held 208,325 shares of Nuveen Floating Rate Income Fund worth $1.6M as of Q2 2026.
  • Kovack Advisors bought 39,659 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $300K.
  • Nuveen Floating Rate Income Fund made up 0.08% of Kovack Advisors's portfolio in Q2 2026, its #258 holding.
  • Kovack Advisors first reported a position in Nuveen Floating Rate Income Fund in Q3 2020 and has held it in 24 quarters since.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.