LifeSteps Financial’s Nuveen Floating Rate Income Fund JFR Stock Holding History

LifeSteps Financial’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	$9.59K	Buy	+1,250	New	+$9.45K	﹤0.01%	422

Other funds holding JFR

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeSteps Financial's JFR Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q2 2026: 1,250 shares worth $9.59K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings.

60 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

LifeSteps Financial held 1,250 shares of Nuveen Floating Rate Income Fund worth $9.59K as of Q2 2026.
Nuveen Floating Rate Income Fund was a new LifeSteps Financial position in Q2 2026.
Nuveen Floating Rate Income Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #422 holding.
60 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.