Moneta Group Investment Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Moneta Group Investment 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	$102K	Buy	+13,337	New	+$101K	﹤0.01%	857

Other funds holding JFR

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 Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Moneta Group Investment Advisors's JFR Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q2 2026: 13,337 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings.

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

Moneta Group Investment Advisors held 13,337 shares of Nuveen Floating Rate Income Fund worth $102K as of Q2 2026.
Nuveen Floating Rate Income Fund was a new Moneta Group Investment Advisors position in Q2 2026.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #857 holding.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.