Prevail Innovative Wealth Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-252,524	Closed	-$1.98M	–	207
2025 Q4	$1.98M	Buy	252,524 +13,746	+6%	+$108K	0.35%	108
2025 Q3	$1.95M	Buy	238,778 +46,840	+24%	+$394K	0.38%	99
2025 Q2	$1.63M	Buy	191,938 +108,520	+130%	+$887K	0.36%	93
2025 Q1	$707K	Buy	+83,418	New	+$715K	0.19%	130
2024 Q4	–	Sell	-219,419	Closed	-$1.94M	–	183
2024 Q3	$1.94M	Sell	219,419 -5,434	-2%	-$47.8K	0.59%	58
2024 Q2	$1.94M	Buy	224,853 +53,569	+31%	+$466K	0.69%	66
2024 Q1	$1.5M	Buy	171,284 +39,141	+30%	+$333K	0.56%	78
2023 Q4	$1.09M	Buy	+132,143	New	+$1.06M	0.52%	69

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Prevail Innovative Wealth Advisors's JFR Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2026, closing a stake of 252,524 shares — an estimated $1.98M sold.

Prevail Innovative Wealth Advisors first reported a position in JFR in Q4 2023 and held it in 8 quarters. The position peaked at $1.98M in Q4 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 252,524 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $1.98M.
Prevail Innovative Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q4 2023 and held it in 8 quarters.
Prevail Innovative Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $1.98M in Q4 2025.
185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.