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

Stratos Wealth Partners’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	-10,416	Closed	-$78.3K	–	1741
2026 Q1	$78.3K	Sell	10,416 -6,024	-37%	-$46.2K	﹤0.01%	1591
2025 Q4	$129K	Sell	16,440 -3,844	-19%	-$30.3K	﹤0.01%	1544
2025 Q3	$166K	Sell	20,284 -4,766	-19%	-$40.1K	﹤0.01%	1492
2025 Q2	$212K	Buy	+25,050	New	+$205K	﹤0.01%	1311
2025 Q1	–	Sell	-11,702	Closed	-$104K	–	1443
2024 Q4	$104K	Hold	11,702	–	–	﹤0.01%	1403
2024 Q3	$103K	Buy	+11,702	New	+$103K	﹤0.01%	1391
2024 Q1	–	Sell	-11,629	Closed	-$95.6K	–	1428
2023 Q4	$95.6K	Sell	11,629 -1,705	-13%	-$13.6K	﹤0.01%	1326
2023 Q3	$109K	Buy	+13,334	New	+$107K	﹤0.01%	1227
2018 Q4	–	Sell	-3,213	Closed	-$33K	–	1679
2018 Q3	$33K	Buy	+3,213	New	+$33.2K	﹤0.01%	1645
2018 Q2	–	Sell	-3,213	Closed	-$35K	–	1802
2018 Q1	$35K	Hold	3,213	–	–	﹤0.01%	1769
2017 Q4	$36K	Buy	+3,213	New	+$36.4K	﹤0.01%	1673

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 Partners's JFR Position: Q2 2026 in Review

Stratos Wealth Partners sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2026, closing a stake of 10,416 shares — an estimated $78.3K sold.

Stratos Wealth Partners first reported a position in JFR in Q4 2017 and held it in 11 quarters. The position peaked at $212K in Q2 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Stratos Wealth Partners reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2026 after selling out during the quarter.
Stratos Wealth Partners sold 10,416 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $78.3K.
Stratos Wealth Partners first reported a position in Nuveen Floating Rate Income Fund in Q4 2017 and held it in 11 quarters.
Stratos Wealth Partners's Nuveen Floating Rate Income Fund position peaked at $212K in Q2 2025.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

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