Back to JFR
New England Private Wealth Advisors LLC → JFR
New England Private Wealth Advisors LLC JFR Position History
Nuveen Floating Rate Income Fund • Financial Services
Quarters held
5
Latest value
$390K
Q3 2026
Peak value
$439K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $439K |
| Q4 2025 | $411K |
| Q1 2026 | $394K |
| Q2 2026 | $401K |
| Q3 2026 | $390K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $390K | 52.4K | — | — |
| Q2 2026 | $401K | 52.4K | — | — |
| Q1 2026 | $394K | 52.4K | — | — |
| Q4 2025 | $411K | 52.4K | — | — |
| Q3 2025 | $439K | 53.6K | — | — |
Other funds holding JFR
$33.1M
$32.1M
$31.9M
$31.7M
$29.5M
$29.4M
$29.4M
$28.4M