Savvy Advisors Inc
JFR icon

Savvy Advisors Inc’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Savvy Advisors Inc’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 		$92.2K Sell
12,023
-16,429
-58% -$124K ﹤0.01% 1231
2026
Q1 		$214K Sell
28,452
-14,251
-33% -$109K 0.01% 1026
2025
Q4 		$334K Buy
+42,703
New +$337K 0.01% 729

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Invesco
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Penserra Capital Management
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LPL Financial
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Wells Fargo
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Bank of America
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

Savvy Advisors Inc's JFR Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Nuveen Floating Rate Income Fund (JFR) stake by 58% in Q2 2026, selling an estimated $124K and leaving 12,023 shares worth $92.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Savvy Advisors Inc first reported a position in JFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q4 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Savvy Advisors Inc held 12,023 shares of Nuveen Floating Rate Income Fund worth $92.2K as of Q2 2026.
  • Savvy Advisors Inc sold 16,429 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $124K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1231 holding.
  • Savvy Advisors Inc first reported a position in Nuveen Floating Rate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Nuveen Floating Rate Income Fund position peaked at $334K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.