Cyndeo Wealth Partners »

Nuveen Floating Rate Income Fund shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Floating Rate Income Fund by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.8M 423k 8.92
2024-09-30 $4.9M 558k 8.82
2024-06-30 $4.1M 477k 8.65
2024-03-31 $3.6M 418k 8.73
2023-12-31 $3.2M 388k 8.22

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Meta Platforms Cl A (META)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange-traded Senior Ln Fd (FTSL)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Nuveen Floating Rate Income Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Invesco
Penserra Capital Management
Guggenheim Capital, LLC Managers
Congress Park Capital
Raymond James Financial
Advisors Asset Management
Royal Bank of Canada
Raymond James Financial Services Advisors
UBS Group
Rockefeller Capital Management
Wells Fargo & Company
Cohen & Steers Capital Management

View all funds holding Nuveen Floating Rate Income Fund