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Nuveen Floating Rate Income Fund shares owned by AE Wealth Management

Quarter-by-quarter ownership of Nuveen Floating Rate Income Fund (JFR) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Nuveen Floating Rate Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Floating Rate Income Fund held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Floating Rate Income Fund by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $104k 12k 8.39
2023-09-30 $87k 11k 8.21
2023-03-31 $142k 17k 8.20
2022-12-31 $147k 19k 7.92
2022-09-30 $139k 17k 8.09
2022-06-30 $186k 22k 8.34
2022-03-31 $243k 24k 10.00

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View all positions for AE Wealth Management

Top funds holding Nuveen Floating Rate Income Fund

Bank of America Corporation
Guggenheim Capital, LLC Managers
Penserra Capital Management
Wells Fargo & Company
Congress Park Capital
Royal Bank of Canada
Goldman Sachs Group
UBS Group
Raymond James Financial Services Advisors
CNH Partners
Advisors Asset Management
Thomas J. Herzfeld Advisors
Landscape Capital Management
Rockefeller Capital Management
Next Capital Management

View all funds holding Nuveen Floating Rate Income Fund