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Pinnacle Wealth Planning Services, Inc. → JFR
Pinnacle Wealth Planning Services, Inc. JFR Position History
Nuveen Floating Rate Income Fund • Financial Services
Quarters held
4
Latest value
$130K
Q3 2026
Peak value
$143K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $119K |
| Q1 2026 | $91K |
| Q2 2026 | $143K |
| Q3 2026 | $130K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $130K | 17.5K | — | — |
| Q2 2026 | $143K | 18.6K | — | — |
| Q1 2026 | $91K | 12.1K | — | — |
| Q4 2025 | $119K | 15.3K | — | — |
Other funds holding JFR
$33.1M
$32.1M
$31.9M
$31.7M
$29.5M
$29.4M
$29.4M
$28.4M