PMWMG
JFR icon

Parr McKnight Wealth Management Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Parr McKnight Wealth Management Group’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 		– Sell
-33,956
Closed -$303K – 239
2024
Q4 		$303K Buy
+33,956
New +$304K 0.04% 202

Other funds holding JFR

Morgan Stanley
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 $346M AUM 25.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Parr McKnight Wealth Management Group's JFR Position: Q1 2025 in Review

Parr McKnight Wealth Management Group sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2025, closing a stake of 33,956 shares — an estimated $303K sold.

Parr McKnight Wealth Management Group first reported a position in JFR in Q4 2024 and held it in 1 quarter. The position peaked at $303K in Q4 2024. 170 funds tracked by Wall St. Rank hold JFR as of Q1 2025.

  • Parr McKnight Wealth Management Group reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 33,956 Nuveen Floating Rate Income Fund shares in Q1 2025, an estimated $303K.
  • Parr McKnight Wealth Management Group first reported a position in Nuveen Floating Rate Income Fund in Q4 2024 and held it in 1 quarter.
  • Parr McKnight Wealth Management Group's Nuveen Floating Rate Income Fund position peaked at $303K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2025, filed 30 Apr 2025.