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

Noble Wealth Management PBC’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 Q1	$7.62K	Buy	+900	New	+$7.71K	0.01%	407

Other funds holding JFR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Noble Wealth Management PBC's JFR Position: Q1 2025 in Review

Noble Wealth Management PBC opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q1 2025: 900 shares worth $7.62K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings.

170 funds tracked by Wall St. Rank hold JFR as of Q1 2025.

Noble Wealth Management PBC held 900 shares of Nuveen Floating Rate Income Fund worth $7.62K as of Q1 2025.
Nuveen Floating Rate Income Fund was a new Noble Wealth Management PBC position in Q1 2025.
Nuveen Floating Rate Income Fund made up 0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #407 holding.
170 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.