New England Private Wealth Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

New England Private Wealth 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	$401K	Hold	52,431	–	–	0.04%	154
2026 Q1	$394K	Buy	+52,431	New	+$402K	0.05%	143
2025 Q4	–	Sell	-53,631	Closed	-$439K	–	189
2025 Q3	$439K	Buy	53,631 +30,000	+127%	+$253K	0.06%	129
2025 Q2	$201K	Sell	23,631 -14,986	-39%	-$123K	0.03%	159
2025 Q1	$327K	Buy	+38,617	New	+$331K	0.05%	115

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

New England Private Wealth Advisors's JFR Position: Q2 2026 in Review

New England Private Wealth Advisors held its Nuveen Floating Rate Income Fund (JFR) position steady in Q2 2026 at 52,431 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #154.

New England Private Wealth Advisors first reported a position in JFR in Q1 2025 and has held it in 5 quarters since. The position peaked at $439K in Q3 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

New England Private Wealth Advisors held 52,431 shares of Nuveen Floating Rate Income Fund worth $401K as of Q2 2026.
New England Private Wealth Advisors left its Nuveen Floating Rate Income Fund share count unchanged in Q2 2026.
Nuveen Floating Rate Income Fund made up 0.04% of New England Private Wealth Advisors's portfolio in Q2 2026, its #154 holding.
New England Private Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q1 2025 and has held it in 5 quarters since.
New England Private Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $439K in Q3 2025.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.