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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → JFR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JFR Position History
Nuveen Floating Rate Income Fund • Financial Services
Quarters held
5
Latest value
$199K
Q3 2026
Peak value
$555K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $555K |
| Q4 2025 | $308K |
| Q1 2026 | $132K |
| Q2 2026 | $214K |
| Q3 2026 | $199K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $199K | 27.0K | — | — |
| Q2 2026 | $214K | 27.7K | — | — |
| Q1 2026 | $132K | 18.0K | — | — |
| Q4 2025 | $308K | 39.1K | — | — |
| Q3 2025 | $555K | 68.7K | — | — |
Other funds holding JFR
$33.1M
$32.1M
$31.9M
$31.7M
$29.5M
$29.4M
$29.4M
$28.4M