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NWF Advisory Services Inc. → JFR
NWF Advisory Services Inc. JFR Position History
Nuveen Floating Rate Income Fund • Financial Services
Quarters held
7
Latest value
$118K
Q3 2026
Peak value
$369K
First seen
Q3 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2023 | $93K |
| Q4 2023 | $124K |
| Q3 2025 | $369K |
| Q4 2025 | $227K |
| Q1 2026 | $124K |
| Q2 2026 | $111K |
| Q3 2026 | $118K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $118K | 15.9K | — | — |
| Q2 2026 | $111K | 14.5K | — | — |
| Q1 2026 | $124K | 16.4K | — | — |
| Q4 2025 | $227K | 28.9K | — | — |
| Q3 2025 | $369K | 45.1K | — | — |
| Q4 2023 | $124K | 15.1K | — | — |
| Q3 2023 | $93K | 11.3K | — | — |
Other funds holding JFR
$33.1M
$32.1M
$31.9M
$31.7M
$29.5M
$29.4M
$29.4M
$28.4M