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 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

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

Wealth Enhancement Advisory Services's JFR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen Floating Rate Income Fund (JFR) stake by 53% in Q2 2026, buying an estimated $72.8K and bringing the position to 27,669 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #3527.

Wealth Enhancement Advisory Services first reported a position in JFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $696K in Q2 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Wealth Enhancement Advisory Services held 27,669 shares of Nuveen Floating Rate Income Fund worth $214K as of Q2 2026.
Wealth Enhancement Advisory Services bought 9,631 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $72.8K.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3527 holding.
Wealth Enhancement Advisory Services first reported a position in Nuveen Floating Rate Income Fund in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Nuveen Floating Rate Income Fund position peaked at $696K in Q2 2025.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.