NWF Advisory Services’s Nuveen Floating Rate Income Fund JFR Stock Holding History

NWF Advisory Services’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 Q3	$118K	Buy	15,926 +1,450	+10%	+$11K	0.01%	410
2026 Q2	$111K	Sell	14,476 -1,973	-12%	-$14.9K	0.01%	431
2026 Q1	$124K	Sell	16,449 -12,500	-43%	-$95.9K	0.01%	382
2025 Q4	$227K	Sell	28,949 -16,115	-36%	-$127K	0.03%	335
2025 Q3	$369K	Buy	45,064 +963	+2%	+$8.11K	0.04%	252
2025 Q2	$374K	Buy	44,101 +3,861	+10%	+$31.6K	0.04%	251
2025 Q1	$341K	Buy	40,240 +22,297	+124%	+$191K	0.05%	229
2024 Q4	$160K	Sell	17,943 -5,159	-22%	-$46.2K	0.02%	260
2024 Q3	$204K	Buy	23,102 +8,900	+63%	+$78.2K	0.03%	308
2024 Q2	$123K	Sell	14,202 -150	-1%	-$1.3K	0.02%	299
2024 Q1	$125K	Sell	14,352 -749	-5%	-$6.37K	0.02%	306
2023 Q4	$124K	Buy	15,101 +3,825	+34%	+$30.6K	0.02%	275
2023 Q3	$92.6K	Buy	+11,276	New	+$90.9K	0.02%	273

Other funds holding JFR

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Scheeler Financial LLC West Chester, Ohio $132M AUM

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

NWF Advisory Services's JFR Position: Q3 2026 in Review

NWF Advisory Services increased its Nuveen Floating Rate Income Fund (JFR) stake by 10% in Q3 2026, buying an estimated $11K and bringing the position to 15,926 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #410.

NWF Advisory Services first reported a position in JFR in Q3 2023 and has held it in 13 quarters since. The position peaked at $374K in Q2 2025. 38 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

NWF Advisory Services held 15,926 shares of Nuveen Floating Rate Income Fund worth $118K as of Q3 2026.
NWF Advisory Services bought 1,450 Nuveen Floating Rate Income Fund shares in Q3 2026, an estimated $11K.
Nuveen Floating Rate Income Fund made up 0.01% of NWF Advisory Services's portfolio in Q3 2026, its #410 holding.
NWF Advisory Services first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 13 quarters since.
NWF Advisory Services's Nuveen Floating Rate Income Fund position peaked at $374K in Q2 2025.
38 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.