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Platform Technology Partners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Platform Technology Partners’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
Q4 		– Sell
-14,051
Closed -$115K – 267
2025
Q3 		$115K Hold
14,051
– – 0.03% 245
2025
Q2 		$119K Hold
14,051
– – 0.03% 248
2025
Q1 		$119K Hold
14,051
– – 0.03% 228
2024
Q4 		$125K Hold
14,051
– – 0.04% 213
2024
Q3 		$124K Hold
14,051
– – 0.04% 217
2024
Q2 		$122K Buy
+14,051
New +$122K 0.04% 210

Other funds holding JFR

Morgan Stanley
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

Platform Technology Partners's JFR Position: Q4 2025 in Review

Platform Technology Partners sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2025, closing a stake of 14,051 shares — an estimated $115K sold.

Platform Technology Partners first reported a position in JFR in Q2 2024 and held it in 6 quarters. The position peaked at $125K in Q4 2024. 188 funds tracked by Wall St. Rank hold JFR as of Q4 2025.

  • Platform Technology Partners reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Platform Technology Partners sold 14,051 Nuveen Floating Rate Income Fund shares in Q4 2025, an estimated $115K.
  • Platform Technology Partners first reported a position in Nuveen Floating Rate Income Fund in Q2 2024 and held it in 6 quarters.
  • Platform Technology Partners's Nuveen Floating Rate Income Fund position peaked at $125K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2025.

Based on Platform Technology Partners's 13F filing for Q4 2025, filed 13 Feb 2026.