New England Private Wealth Advisors »

Nuveen Floating Rate Income Fund shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Nuveen Floating Rate Income Fund (JFR) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth 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 New England Private Wealth Advisors 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $439k 54k 8.18
2025-06-30 $201k 24k 8.49
2025-03-31 $327k 39k 8.47

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for New England Private Wealth 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