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

Wealth Preservation Advisors’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
Q1 		– Sell
-965
Closed -$7.56K – 1114
2025
Q4 		$7.56K Hold
965
– – ﹤0.01% 324
2025
Q3 		$7.89K Hold
965
– – ﹤0.01% 309
2025
Q2 		$8.17K Hold
965
– – 0.01% 313
2025
Q1 		$8.17K Buy
+965
New +$8.27K 0.01% 325

Other funds holding JFR

Morgan Stanley
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wealth Preservation Advisors's JFR Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2026, closing a stake of 965 shares — an estimated $7.56K sold.

Wealth Preservation Advisors first reported a position in JFR in Q1 2025 and held it in 4 quarters. The position peaked at $8.17K in Q2 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 965 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $7.56K.
  • Wealth Preservation Advisors first reported a position in Nuveen Floating Rate Income Fund in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Nuveen Floating Rate Income Fund position peaked at $8.17K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.