Back to JFR

Shulman DeMeo Asset Management LLC → JFR

Shulman DeMeo Asset Management LLC JFR Position History

Nuveen Floating Rate Income Fund • Financial Services

Quarters held
5
Latest value
$152K
Q3 2026
Peak value
$177K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$177K
Q4 2025$169K
Q1 2026$160K
Q2 2026$161K
Q3 2026$152K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$152K21.0K——
Q2 2026$161K21.0K——
Q1 2026$160K21.3K——
Q4 2025$169K21.6K——
Q3 2025$177K21.6K——

Other funds holding JFR

Other Shulman DeMeo Asset Management LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$283.1M
SPY

STATE STR SPDR S&P 500 ETF T

$278M
SPY

SPDR S&P 500 ETF TR

$258.2M
SPY

SPDR S&P 500 ETF TR

$254M
SPY

STATE STR SPDR S&P 500 ETF T

$243.7M
DIA

STATE STR SPDR DOW JONES IND

$31.2M
QQQ

INVESCO QQQ TR

$31.2M
DIA

STATE STR SPDR DOW JONES IND

$30.2M