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Cyndeo Wealth Partners, LLC → JFR
Cyndeo Wealth Partners, LLC JFR Position History
Nuveen Floating Rate Income Fund • Financial Services
Quarters held
4
Latest value
$12.6M
Q3 2026
Peak value
$15.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12M |
| Q1 2026 | $13.5M |
| Q2 2026 | $15.3M |
| Q3 2026 | $12.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.6M | 1.70M | — | — |
| Q2 2026 | $15.3M | 2.00M | — | — |
| Q1 2026 | $13.5M | 1.80M | — | — |
| Q4 2025 | $12M | 1.53M | — | — |
Other funds holding JFR
$33.1M
$32.1M
$31.9M
$31.7M
$29.5M
$29.4M
$29.4M
$28.4M