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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

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

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

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