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Coquina Private Wealth LLC → JFR

Coquina Private Wealth LLC JFR Position History

Nuveen Floating Rate Income Fund • Financial Services

Quarters held
4
Latest value
$340K
Q3 2026
Peak value
$356K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$356K
Q1 2026$334K
Q2 2026$340K
Q3 2026$340K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$340K45.7K——
Q2 2026$340K44.3K——
Q1 2026$334K44.4K——
Q4 2025$356K45.5K——

Other funds holding JFR

Other Coquina Private Wealth LLC positions

ETHA

ISHARES TR

$39M
ETHA

ISHARES TR

$38.7M
ETHA

ISHARES TR

$32.6M
ETHA

ISHARES TR

$32.2M
VGES

VANGUARD WORLD FD

$10.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.9M
VGES

VANGUARD WORLD FD

$9.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.4M