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Nuveen Floating Rate Income Fund shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $102k 13k 7.67

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)

View all positions for Moneta Group Investment Advisors

Top funds holding Nuveen Floating Rate Income Fund

Morgan Stanley
Sit Investment Associates
Congress Park Capital
Loomis, Sayles and
Invesco
Penserra Capital Management
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Cyndeo Wealth Partners
Advisors Asset Management
Guggenheim Capital, LLC Managers
Raymond James Financial
Royal Bank of Canada
1607 Capital Partners

View all funds holding Nuveen Floating Rate Income Fund