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 Q2	$143K	Buy	18,627 +6,494	+54%	+$49.1K	0.01%	688
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 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 Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's JFR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Nuveen Floating Rate Income Fund (JFR) stake by 54% in Q2 2026, buying an estimated $49.1K and bringing the position to 18,627 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #688.

Pinnacle Wealth Planning Services first reported a position in JFR in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Pinnacle Wealth Planning Services held 18,627 shares of Nuveen Floating Rate Income Fund worth $143K as of Q2 2026.
Pinnacle Wealth Planning Services bought 6,494 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $49.1K.
Nuveen Floating Rate Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #688 holding.
Pinnacle Wealth Planning Services first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and has held it in 3 quarters since.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.