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Nuveen Floating Rate Income Fund shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of Nuveen Floating Rate Income Fund (JFR) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth Management investment in Nuveen Floating Rate Income Fund

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All positions including Nuveen Floating Rate Income Fund held by Williams Jones Wealth Management 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 Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $123k 15k 8.18

More positions owned by Williams Jones Wealth Management

Apple CS (AAPL)
Microsoft Corp CS (MSFT)
Costco Whsl Corp CS (COST)
Alphabet Inc Cap Stk Cl A CS (GOOGL)
Visa Inc Com Cl A CS (V)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Intuit CS (INTU)
Ecolab CS (ECL)
Eaton Corp CS (ETN)
Broadcom CS (AVGO)
Jpmorgan Chase & Co CS (JPM)
Tjx Cos CS (TJX)
Idexx Labs CS (IDXX)
Automatic Data Processing CS (ADP)

View all positions for Williams Jones Wealth Management

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