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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
Q3 		$300K Hold
40,349
– – 0.02% 149
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

CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

RVW Wealth's JFR Position: Q3 2026 in Review

RVW Wealth held its Nuveen Floating Rate Income Fund (JFR) position steady in Q3 2026 at 40,349 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #149.

RVW Wealth first reported a position in JFR in Q3 2023 and has held it in 13 quarters since. The position peaked at $360K in Q4 2024. 13 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

  • RVW Wealth held 40,349 shares of Nuveen Floating Rate Income Fund worth $300K as of Q3 2026.
  • RVW Wealth left its Nuveen Floating Rate Income Fund share count unchanged in Q3 2026.
  • Nuveen Floating Rate Income Fund made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #149 holding.
  • RVW Wealth first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 13 quarters since.
  • RVW Wealth's Nuveen Floating Rate Income Fund position peaked at $360K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.