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Nuveen Floating Rate Income Fund shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $97k 13k 7.67

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Vanguard Index Fds Growth Etf (VUG)
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

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