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 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

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

World Equity Group's JFR Position: Q2 2026 in Review

World Equity Group increased its Nuveen Floating Rate Income Fund (JFR) stake by 11% in Q2 2026, buying an estimated $42.4K and bringing the position to 57,298 shares worth $439K. The position accounts for 0.1% of the portfolio, ranked #239.

World Equity Group first reported a position in JFR in Q3 2024 and has held it in 8 quarters since. The position peaked at $647K in Q4 2024. 24 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

World Equity Group held 57,298 shares of Nuveen Floating Rate Income Fund worth $439K as of Q2 2026.
World Equity Group bought 5,605 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $42.4K.
Nuveen Floating Rate Income Fund made up 0.1% of World Equity Group's portfolio in Q2 2026, its #239 holding.
World Equity Group first reported a position in Nuveen Floating Rate Income Fund in Q3 2024 and has held it in 8 quarters since.
World Equity Group's Nuveen Floating Rate Income Fund position peaked at $647K in Q4 2024.
24 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.