Position in JFR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$309,476
+$6,052 QoQ
Shares Held
40,349
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#82
of 172 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in JFR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RVW Wealth, LLC holds $1,987,583 across 5 Asset Management names. JFR ranks #4 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
70,922 | $558,865 | |
| 2 | JGH |
Nuveen Global High Income Fund
|
39,379 | $501,294 | |
| 3 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
17,849 | $324,316 | |
| 4 | JFR |
Nuveen Floating Rate Income Fund
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|
40,349 | $309,476 | |
| 5 | HYI |
Western Asset High Yield Opportunity Fund Inc.
|
27,623 | $293,632 |
All Filings in JFR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,476 | 40,349 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $303,424 | 40,349 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $315,932 | 40,349 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $330,054 | 40,349 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $341,756 | 40,349 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $341,756 | 40,349 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $359,913 | 40,349 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $256,106 | 29,037 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $251,170 | 29,037 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $253,493 | 29,037 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $238,684 | 29,037 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $238,393 | 29,037 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||