Thurston Springer Miller Herd & Titak’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Thurston Springer Miller Herd & Titak’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	$16.1K	Hold	2,100	–	–	0.01%	732
2026 Q1	$15.8K	Hold	2,100	–	–	0.01%	820
2025 Q4	$16.4K	Buy	2,100 +1,300	+163%	+$10.3K	0.01%	806
2025 Q3	$6.54K	Sell	800 -7,617	-90%	-$64.1K	0.01%	387
2025 Q2	$71.3K	Buy	8,417 +1,100	+15%	+$8.99K	0.01%	572
2025 Q1	$62K	Hold	7,317	–	–	0.01%	567
2024 Q4	$65.3K	Hold	7,317	–	–	0.01%	470
2024 Q3	$64.5K	Buy	+7,317	New	+$64.3K	0.02%	497

Other funds holding JFR

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's JFR Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Nuveen Floating Rate Income Fund (JFR) position steady in Q2 2026 at 2,100 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #732.

Thurston Springer Miller Herd & Titak first reported a position in JFR in Q3 2024 and has held it in 8 quarters since. The position peaked at $71.3K in Q2 2025. 24 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Thurston Springer Miller Herd & Titak held 2,100 shares of Nuveen Floating Rate Income Fund worth $16.1K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its Nuveen Floating Rate Income Fund share count unchanged in Q2 2026.
Nuveen Floating Rate Income Fund made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #732 holding.
Thurston Springer Miller Herd & Titak first reported a position in Nuveen Floating Rate Income Fund in Q3 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's Nuveen Floating Rate Income Fund position peaked at $71.3K in Q2 2025.
24 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.