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

Transform Wealth’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
2024 Q4	–	Sell	-15,447	Closed	-$138K	–	269
2024 Q3	$138K	Hold	15,447	–	–	0.01%	216
2024 Q2	$135K	Hold	15,447	–	–	0.01%	211
2024 Q1	$136K	Buy	15,447 +67	+0.4%	+$570	0.01%	218
2023 Q4	$126K	Buy	15,380 +68	+0.4%	+$543	0.01%	236
2023 Q3	$127K	Buy	+15,312	New	+$123K	0.01%	234
2018 Q3	–	Sell	-23,200	Closed	-$242K	–	208
2018 Q2	$242K	Buy	23,200 +800	+4%	+$8.63K	0.04%	196
2018 Q1	$244K	Hold	22,400	–	–	0.05%	216
2017 Q4	$251K	Buy	+22,400	New	+$254K	0.05%	226

Other funds holding JFR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CPC

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Transform Wealth's JFR Position: Q4 2024 in Review

Transform Wealth sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2024, closing a stake of 15,447 shares — an estimated $138K sold.

Transform Wealth first reported a position in JFR in Q4 2017 and held it in 8 quarters. The position peaked at $251K in Q4 2017. 161 funds tracked by Wall St. Rank hold JFR as of Q4 2024.

Transform Wealth reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2024 after selling out during the quarter.
Transform Wealth sold 15,447 Nuveen Floating Rate Income Fund shares in Q4 2024, an estimated $138K.
Transform Wealth first reported a position in Nuveen Floating Rate Income Fund in Q4 2017 and held it in 8 quarters.
Transform Wealth's Nuveen Floating Rate Income Fund position peaked at $251K in Q4 2017.
161 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.