Wealth Enhancement Advisory Services
JFR icon

Wealth Enhancement Advisory Services’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Wealth Enhancement Advisory Services’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 		$199K Sell
26,981
-688
-2% -$5.24K ﹤0.01% 3746
2026
Q2 		$214K Buy
27,669
+9,631
+53% +$72.8K ﹤0.01% 3527
2026
Q1 		$132K Sell
18,038
-21,035
-54% -$161K ﹤0.01% 3252
2025
Q4 		$308K Sell
39,073
-29,589
-43% -$233K ﹤0.01% 2899
2025
Q3 		$555K Sell
68,662
-13,112
-16% -$110K ﹤0.01% 2280
2025
Q2 		$696K Buy
81,774
+75
+0.1% +$613 ﹤0.01% 1968
2025
Q1 		$692K Buy
81,699
+67,743
+485% +$581K ﹤0.01% 1831
2024
Q4 		$124K Buy
+13,956
New +$125K ﹤0.01% 2778

Other funds holding JFR

CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's JFR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Nuveen Floating Rate Income Fund (JFR) stake by 2.5% in Q3 2026, selling an estimated $5.24K and leaving 26,981 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #3746.

Wealth Enhancement Advisory Services first reported a position in JFR in Q4 2024 and has held it in 8 quarters since. The position peaked at $696K in Q2 2025. 13 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 26,981 shares of Nuveen Floating Rate Income Fund worth $199K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 688 Nuveen Floating Rate Income Fund shares in Q3 2026, an estimated $5.24K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3746 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen Floating Rate Income Fund in Q4 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Nuveen Floating Rate Income Fund position peaked at $696K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.