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Fortitude Advisory Group L.L.C. → JFR
Fortitude Advisory Group L.L.C. JFR Position History
Nuveen Floating Rate Income Fund • Financial Services
Quarters held
5
Latest value
$518K
Q3 2026
Peak value
$518K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $349K |
| Q4 2025 | $358K |
| Q1 2026 | $344K |
| Q2 2026 | $422K |
| Q3 2026 | $518K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $518K | 69.6K | — | — |
| Q2 2026 | $422K | 55.0K | — | — |
| Q1 2026 | $344K | 45.8K | — | — |
| Q4 2025 | $358K | 45.8K | — | — |
| Q3 2025 | $349K | 42.7K | — | — |
Other funds holding JFR
$33.1M
$32.1M
$31.9M
$31.7M
$29.5M
$29.4M
$29.4M
$28.4M