World Equity Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

World Equity Group’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	$479K	Buy	64,390 +7,092	+12%	+$54K	0.2%	113
2026 Q2	$439K	Buy	57,298 +5,605	+11%	+$42.4K	0.1%	239
2026 Q1	$389K	Buy	51,693 +2,740	+6%	+$21K	0.1%	239
2025 Q4	$383K	Buy	48,953 +4,680	+11%	+$36.9K	0.11%	209
2025 Q3	$362K	Buy	44,273 +300	+0.7%	+$2.52K	0.08%	227
2025 Q2	$372K	Buy	43,973 +2,927	+7%	+$23.9K	0.1%	209
2025 Q1	$348K	Sell	41,046 -31,446	-43%	-$269K	0.1%	202
2024 Q4	$647K	Buy	72,492 +39,446	+119%	+$353K	0.14%	155
2024 Q3	$291K	Buy	+33,046	New	+$290K	0.11%	184

Other funds holding JFR

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Scheeler Financial LLC West Chester, Ohio $132M AUM

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

World Equity Group's JFR Position: Q3 2026 in Review

World Equity Group increased its Nuveen Floating Rate Income Fund (JFR) stake by 12% in Q3 2026, buying an estimated $54K and bringing the position to 64,390 shares worth $479K. The position accounts for 0.2% of the portfolio, ranked #113.

World Equity Group first reported a position in JFR in Q3 2024 and has held it in 9 quarters since. The position peaked at $647K in Q4 2024. 30 funds tracked by Wall St. Rank hold JFR as of Q3 2026.

World Equity Group held 64,390 shares of Nuveen Floating Rate Income Fund worth $479K as of Q3 2026.
World Equity Group bought 7,092 Nuveen Floating Rate Income Fund shares in Q3 2026, an estimated $54K.
Nuveen Floating Rate Income Fund made up 0.2% of World Equity Group's portfolio in Q3 2026, its #113 holding.
World Equity Group first reported a position in Nuveen Floating Rate Income Fund in Q3 2024 and has held it in 9 quarters since.
World Equity Group's Nuveen Floating Rate Income Fund position peaked at $647K in Q4 2024.
30 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.