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NewEdge Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

NewEdge 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 		$2.13M Buy
277,570
+53,725
+24% +$406K 0.01% 1181
2026
Q1 		$1.68M Buy
223,845
+29,096
+15% +$223K 0.01% 1196
2025
Q4 		$1.52M Sell
194,749
-9,497
-5% -$74.9K 0.01% 1212
2025
Q3 		$1.67M Buy
204,246
+56,119
+38% +$472K 0.01% 1108
2025
Q2 		$1.25M Sell
148,127
-6,831
-4% -$55.8K 0.01% 1167
2025
Q1 		$1.31M Sell
154,958
-1,793
-1% -$15.4K 0.01% 1041
2024
Q4 		$1.4M Sell
156,751
-7,181
-4% -$64.3K 0.01% 999
2024
Q3 		$1.45M Sell
163,932
-41,818
-20% -$368K 0.01% 936
2024
Q2 		$1.78M Sell
205,750
-3,213
-2% -$28K 0.01% 805
2024
Q1 		$1.82M Sell
208,963
-16,017
-7% -$136K 0.02% 734
2023
Q4 		$1.86M Buy
224,980
+12,076
+6% +$96.5K 0.02% 695
2023
Q3 		$1.75M Buy
212,904
+154,719
+266% +$1.25M 0.02% 645
2023
Q2 		$459K Buy
58,185
+638
+1% +$5.13K 0.01% 1234
2023
Q1 		$460K Sell
57,547
-2,326
-4% -$19.4K 0.01% 1148
2022
Q4 		$464K Sell
59,873
-2,055
-3% -$16.8K 0.01% 816
2022
Q3 		$503K Sell
61,928
-3,272
-5% -$28.1K 0.01% 960
2022
Q2 		$544K Buy
65,200
+1,623
+3% +$14.7K 0.01% 944
2022
Q1 		$637K Sell
63,577
-18,535
-23% -$186K 0.01% 779
2021
Q4 		$835K Buy
+82,112
New +$838K 0.01% 827

Other funds holding JFR

Morgan Stanley
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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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

NewEdge Advisors's JFR Position: Q2 2026 in Review

NewEdge Advisors increased its Nuveen Floating Rate Income Fund (JFR) stake by 24% in Q2 2026, buying an estimated $406K and bringing the position to 277,570 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #1181.

NewEdge Advisors first reported a position in JFR in Q4 2021 and has held it in 19 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • NewEdge Advisors held 277,570 shares of Nuveen Floating Rate Income Fund worth $2.13M as of Q2 2026.
  • NewEdge Advisors bought 53,725 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $406K.
  • Nuveen Floating Rate Income Fund made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1181 holding.
  • NewEdge Advisors first reported a position in Nuveen Floating Rate Income Fund in Q4 2021 and has held it in 19 quarters since.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.