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

Stratos 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
2026 Q2	–	Sell	-14,686	Closed	-$110K	–	652
2026 Q1	$110K	Buy	14,686 +316	+2%	+$2.42K	0.01%	598
2025 Q4	$113K	Buy	14,370 +598	+4%	+$4.72K	0.01%	640
2025 Q3	$113K	Buy	13,772 +408	+3%	+$3.43K	0.01%	664
2025 Q2	$113K	Buy	13,364 +404	+3%	+$3.3K	0.01%	653
2025 Q1	$110K	Buy	12,960 +253	+2%	+$2.17K	0.01%	646
2024 Q4	$113K	Buy	12,707 +474	+4%	+$4.24K	0.01%	698
2024 Q3	$108K	Buy	12,233 +349	+3%	+$3.07K	﹤0.01%	717
2024 Q2	$103K	Buy	11,884 +342	+3%	+$2.98K	0.01%	684
2024 Q1	$101K	Buy	11,542 +228	+2%	+$1.94K	0.01%	649
2023 Q4	$93K	Buy	11,314 +467	+4%	+$3.73K	0.01%	666
2023 Q3	$89.1K	Buy	+10,847	New	+$87.4K	0.01%	648

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

Stratos Wealth Advisors's JFR Position: Q2 2026 in Review

Stratos Wealth Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2026, closing a stake of 14,686 shares — an estimated $110K sold.

Stratos Wealth Advisors first reported a position in JFR in Q3 2023 and held it in 11 quarters. The position peaked at $113K in Q4 2024. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Stratos Wealth Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2026 after selling out during the quarter.
Stratos Wealth Advisors sold 14,686 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $110K.
Stratos Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and held it in 11 quarters.
Stratos Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $113K in Q4 2024.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.