Pensionmark Financial Group »

Nuveen Floating Rate Income Fund shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $169k 21k 8.18
2019-09-30 $114k 12k 9.76
2019-06-30 $114k 12k 9.76

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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