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Nuveen Floating Rate Income Fund shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Nuveen Floating Rate Income Fund

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All positions including Nuveen Floating Rate Income Fund held by Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $117k 14k 8.18
2025-06-30 $121k 14k 8.55

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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