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

Redhawk 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
2025
Q2 		– Sell
-15,920
Closed -$135K – 342
2025
Q1 		$135K Hold
15,920
– – 0.02% 292
2024
Q4 		$142K Hold
15,920
– – 0.02% 289
2024
Q3 		$140K Hold
15,920
– – 0.02% 303
2024
Q2 		$138K Hold
15,920
– – 0.02% 297
2024
Q1 		$139K Buy
+15,920
New +$135K 0.02% 301

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
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Redhawk Wealth Advisors's JFR Position: Q2 2025 in Review

Redhawk Wealth Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2025, closing a stake of 15,920 shares — an estimated $135K sold.

Redhawk Wealth Advisors first reported a position in JFR in Q1 2024 and held it in 5 quarters. The position peaked at $142K in Q4 2024. 168 funds tracked by Wall St. Rank hold JFR as of Q2 2025.

  • Redhawk Wealth Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2025 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 15,920 Nuveen Floating Rate Income Fund shares in Q2 2025, an estimated $135K.
  • Redhawk Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q1 2024 and held it in 5 quarters.
  • Redhawk Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $142K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2025.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.