Wealthspire Advisors (New York)’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Wealthspire Advisors (New York)’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	$97.4K	Buy	+12,705	New	+$96.1K	﹤0.01%	1228

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

Wealthspire Advisors (New York)'s JFR Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q2 2026: 12,705 shares worth $97.4K. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings.

172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Wealthspire Advisors (New York) held 12,705 shares of Nuveen Floating Rate Income Fund worth $97.4K as of Q2 2026.
Nuveen Floating Rate Income Fund was a new Wealthspire Advisors (New York) position in Q2 2026.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1228 holding.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.