Scheeler Financial’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Scheeler Financial’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	$529K	Buy	+71,073	New	+$541K	0.4%	29

Other funds holding JFR

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Scheeler Financial's JFR Position: Q3 2026 in Review

Scheeler Financial opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q3 2026: 71,073 shares worth $529K. The stake represents 0.4% of the portfolio and ranks #29 among its holdings.

60 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

Scheeler Financial held 71,073 shares of Nuveen Floating Rate Income Fund worth $529K as of Q3 2026.
Nuveen Floating Rate Income Fund was a new Scheeler Financial position in Q3 2026.
Nuveen Floating Rate Income Fund made up 0.4% of Scheeler Financial's portfolio in Q3 2026, its #29 holding.
60 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.