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

Western Wealth Management’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	$94.1K	Buy	12,269 +295	+2%	+$2.23K	﹤0.01%	989
2026 Q1	$90K	Buy	+11,974	New	+$91.9K	﹤0.01%	945
2025 Q1	–	Sell	-39,702	Closed	-$354K	–	724
2024 Q4	$354K	Buy	39,702 +2,774	+8%	+$24.8K	0.02%	554
2024 Q3	$326K	Buy	+36,928	New	+$325K	0.02%	573
2024 Q1	–	Sell	-39,481	Closed	-$325K	–	682
2023 Q4	$325K	Buy	39,481 +5,974	+18%	+$47.7K	0.02%	534
2023 Q3	$275K	Buy	33,507 +17,095	+104%	+$138K	0.02%	529
2023 Q2	$129K	Buy	16,412 +407	+3%	+$3.27K	0.01%	623
2023 Q1	$131K	Buy	16,005 +289	+2%	+$2.41K	0.01%	619
2022 Q4	$124K	Sell	15,716 -2,874	-15%	-$23.5K	0.01%	589
2022 Q3	$147K	Buy	18,590 +24	+0.1%	+$206	0.01%	770
2022 Q2	$156K	Sell	18,566 -1,724	-8%	-$15.6K	0.01%	752
2022 Q1	$203K	Buy	+20,290	New	+$204K	0.01%	791

Other funds holding JFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 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

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

Western Wealth Management's JFR Position: Q2 2026 in Review

Western Wealth Management increased its Nuveen Floating Rate Income Fund (JFR) stake by 2.5% in Q2 2026, buying an estimated $2.23K and bringing the position to 12,269 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Western Wealth Management first reported a position in JFR in Q1 2022 and has held it in 12 quarters since. The position peaked at $354K in Q4 2024. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Western Wealth Management held 12,269 shares of Nuveen Floating Rate Income Fund worth $94.1K as of Q2 2026.
Western Wealth Management bought 295 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $2.23K.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Western Wealth Management's portfolio in Q2 2026, its #989 holding.
Western Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q1 2022 and has held it in 12 quarters since.
Western Wealth Management's Nuveen Floating Rate Income Fund position peaked at $354K in Q4 2024.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.