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Pinnacle Wealth Planning Services’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$91.2K Sell
12,133
-3,126
-20% -$24K 0.01% 850
2025
Q4 		$119K Buy
+15,259
New +$120K 0.01% 689

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
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pinnacle Wealth Planning Services's JFR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen Floating Rate Income Fund (JFR) stake by 20% in Q1 2026, selling an estimated $24K and leaving 12,133 shares worth $91.2K. The position accounts for 0.01% of the portfolio, ranked #850.

Pinnacle Wealth Planning Services first reported a position in JFR in Q4 2025 and has held it in 2 quarters since. The position peaked at $119K in Q4 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 12,133 shares of Nuveen Floating Rate Income Fund worth $91.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 3,126 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $24K.
  • Nuveen Floating Rate Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #850 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen Floating Rate Income Fund position peaked at $119K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.