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

Ledge 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
2022
Q2 		– Sell
-13,480
Closed -$135K – 72
2022
Q1 		$135K Buy
+13,480
New +$135K 0.08% 71

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PCM
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Morgan Stanley
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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EVM
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OCM
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Ledge Wealth Management's JFR Position: Q2 2022 in Review

Ledge Wealth Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2022, closing a stake of 13,480 shares — an estimated $135K sold.

Ledge Wealth Management first reported a position in JFR in Q1 2022 and held it in 1 quarter. The position peaked at $135K in Q1 2022. 93 funds tracked by Wall St. Rank hold JFR as of Q2 2022.

  • Ledge Wealth Management reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2022 after selling out during the quarter.
  • Ledge Wealth Management sold 13,480 Nuveen Floating Rate Income Fund shares in Q2 2022, an estimated $135K.
  • Ledge Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q1 2022 and held it in 1 quarter.
  • Ledge Wealth Management's Nuveen Floating Rate Income Fund position peaked at $135K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2022.

Based on Ledge Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.