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

RVW Wealth’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	$309K	Hold	40,349	–	–	0.02%	145
2026 Q1	$303K	Hold	40,349	–	–	0.02%	138
2025 Q4	$316K	Hold	40,349	–	–	0.02%	137
2025 Q3	$330K	Hold	40,349	–	–	0.03%	138
2025 Q2	$342K	Hold	40,349	–	–	0.03%	128
2025 Q1	$342K	Hold	40,349	–	–	0.03%	116
2024 Q4	$360K	Buy	40,349 +11,312	+39%	+$101K	0.03%	107
2024 Q3	$256K	Hold	29,037	–	–	0.02%	130
2024 Q2	$251K	Hold	29,037	–	–	0.03%	128
2024 Q1	$253K	Hold	29,037	–	–	0.03%	127
2023 Q4	$239K	Hold	29,037	–	–	0.03%	127
2023 Q3	$238K	Buy	+29,037	New	+$234K	0.03%	121

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

RVW Wealth's JFR Position: Q2 2026 in Review

RVW Wealth held its Nuveen Floating Rate Income Fund (JFR) position steady in Q2 2026 at 40,349 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #145.

RVW Wealth first reported a position in JFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $360K in Q4 2024. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

RVW Wealth held 40,349 shares of Nuveen Floating Rate Income Fund worth $309K as of Q2 2026.
RVW Wealth left its Nuveen Floating Rate Income Fund share count unchanged in Q2 2026.
Nuveen Floating Rate Income Fund made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #145 holding.
RVW Wealth first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 12 quarters since.
RVW Wealth's Nuveen Floating Rate Income Fund position peaked at $360K in Q4 2024.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.