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

Mission 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
2025 Q2	$279K	Sell
2025 Q1	$292K	Sell
2024 Q4	$881K	Sell
2024 Q3	$1.04M	Sell
2024 Q2	$1.1M	Sell
2024 Q1	$1.13M	Buy
2023 Q4	$1.05M	Sell
2023 Q3	$1.09M	Buy