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Nuveen Floating Rate Income Fund shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Nuveen Floating Rate Income Fund (JFR) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 27k 8.18

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding Nuveen Floating Rate Income Fund

Morgan Stanley
Sit Investment Associates
LPL Financial
Invesco
Congress Park Capital
Penserra Capital Management
Mariner Investment Group
Guggenheim Capital, LLC Managers
Cyndeo Wealth Partners
Advisors Asset Management
Raymond James Financial
Thomas J. Herzfeld Advisors
Royal Bank of Canada
UBS Group
Rockefeller Capital Management

View all funds holding Nuveen Floating Rate Income Fund