MGO One Seven
JFR icon

MGO One Seven’s Nuveen Floating Rate Income Fund JFR Stock Holding History

MGO One Seven’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
Q3 		– Sell
-10,061
Closed -$77.2K – 1607
2026
Q2 		$77.2K Buy
+10,061
New +$76.1K ﹤0.01% 1524
2025
Q4 		– Sell
-11,595
Closed -$94.8K – 1452
2025
Q3 		$94.8K Buy
+11,595
New +$97.6K ﹤0.01% 1296

Other funds holding JFR

Congress Park Capital
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

MGO One Seven's JFR Position: Q3 2026 in Review

MGO One Seven sold out of Nuveen Floating Rate Income Fund (JFR) in Q3 2026, closing a stake of 10,061 shares — an estimated $77.2K sold.

MGO One Seven first reported a position in JFR in Q3 2025 and held it in 2 quarters. The position peaked at $94.8K in Q3 2025. 92 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

  • MGO One Seven reported no remaining Nuveen Floating Rate Income Fund position as of Q3 2026 after selling out during the quarter.
  • MGO One Seven sold 10,061 Nuveen Floating Rate Income Fund shares in Q3 2026, an estimated $77.2K.
  • MGO One Seven first reported a position in Nuveen Floating Rate Income Fund in Q3 2025 and held it in 2 quarters.
  • MGO One Seven's Nuveen Floating Rate Income Fund position peaked at $94.8K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.