NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in JFR — Nuveen Floating Rate Income Fund
CIK 1109767
CEDAR RAPIDS, IA
Position in JFR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$151,313
+$1,026 QoQ
Shares Held
19,728
-1.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#110
of 173 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JFR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. JFR ranks #50 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,200,896 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
121,510 | $4,888,347 | |
| 3 | BX |
Blackstone Inc.
|
35,897 | $4,223,999 | |
| 4 | BLK |
BlackRock, Inc.
|
3,279 | $3,152,955 | |
| 5 | AMP |
Ameriprise Financial Inc
|
6,138 | $2,815,868 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
98,614 | $1,555,142 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
26,728 | $1,339,072 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
54,091 | $1,282,497 |
All Filings in JFR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,313 | 19,728 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $150,287 | 19,985 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $157,116 | 20,066 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $197,334 | 24,124 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $202,551 | 23,914 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $194,471 | 22,960 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $220,457 | 24,715 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $216,707 | 24,570 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $176,261 | 20,377 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $193,002 | 22,108 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $203,436 | 24,749 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $213,517 | 26,007 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||