WA
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WPG Advisers’s Nuveen Floating Rate Income Fund JFR Stock Holding History

WPG Advisers’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 		$28.5K Buy
3,721
+850
+30% +$6.43K 0.02% 456
2026
Q1 		$21.6K Sell
2,871
-1,039
-27% -$7.97K 0.02% 463
2025
Q4 		$30.6K Buy
3,910
+154
+4% +$1.22K 0.02% 406
2025
Q3 		$30.7K Buy
3,756
+22
+0.6% +$185 0.02% 412
2025
Q2 		$31.6K Sell
3,734
-843
-18% -$6.89K 0.03% 385
2025
Q1 		$38.8K Buy
4,577
+2,922
+177% +$25K 0.04% 326
2024
Q4 		$14.8K Buy
+1,655
New +$14.8K 0.01% 530

Other funds holding JFR

CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPG Advisers's JFR Position: Q2 2026 in Review

WPG Advisers increased its Nuveen Floating Rate Income Fund (JFR) stake by 30% in Q2 2026, buying an estimated $6.43K and bringing the position to 3,721 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #456.

WPG Advisers first reported a position in JFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.8K in Q1 2025. 97 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • WPG Advisers held 3,721 shares of Nuveen Floating Rate Income Fund worth $28.5K as of Q2 2026.
  • WPG Advisers bought 850 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $6.43K.
  • Nuveen Floating Rate Income Fund made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #456 holding.
  • WPG Advisers first reported a position in Nuveen Floating Rate Income Fund in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Nuveen Floating Rate Income Fund position peaked at $38.8K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.