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SHEETS SMITH WEALTH MANAGEMENT → JFR
SHEETS SMITH WEALTH MANAGEMENT JFR Position History
Nuveen Floating Rate Income Fund • Financial Services
Quarters held
4
Latest value
$194K
Q3 2026
Peak value
$204K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $204K |
| Q1 2026 | $196K |
| Q2 2026 | $199K |
| Q3 2026 | $194K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $194K | 26.0K | — | — |
| Q2 2026 | $199K | 26.0K | — | — |
| Q1 2026 | $196K | 26.0K | — | — |
| Q4 2025 | $204K | 26.0K | — | — |
Other funds holding JFR
$33.1M
$32.1M
$31.9M
$31.7M
$29.5M
$29.4M
$29.4M
$28.4M