Pinnacle Wealth Planning Services
JFR icon

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
Q3 		$130K Sell
17,538
-1,089
-6% -$8.3K 0.01% 712
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

Congress Park Capital
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Hourglass Capital
Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return

Pinnacle Wealth Planning Services's JFR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen Floating Rate Income Fund (JFR) stake by 5.8% in Q3 2026, selling an estimated $8.3K and leaving 17,538 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #712.

Pinnacle Wealth Planning Services first reported a position in JFR in Q4 2025 and has held it in 4 quarters since. The position peaked at $143K in Q2 2026. 84 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 17,538 shares of Nuveen Floating Rate Income Fund worth $130K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 1,089 Nuveen Floating Rate Income Fund shares in Q3 2026, an estimated $8.3K.
  • Nuveen Floating Rate Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #712 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen Floating Rate Income Fund position peaked at $143K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.