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Nuveen Floating Rate Income Fund shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Nuveen Floating Rate Income Fund (JFR) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Nuveen Floating Rate Income Fund

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All positions including Nuveen Floating Rate Income Fund held by J.w. Cole 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 370k 8.18
2025-06-30 $3.0M 359k 8.47
2025-03-31 $2.8M 325k 8.47

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole 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