Shulman DeMeo Asset Management LLC
Position in JFR — Nuveen Floating Rate Income Fund
CIK 1767070
LAKE SUCCESS, NY
Position in JFR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$161,085
+$1,143 QoQ
Shares Held
21,002
-1.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#106
of 172 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JFR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shulman DeMeo Asset Management LLC holds $13,915,002 across 28 Asset Management names. JFR ranks #21 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
151,552 | $2,824,929 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
44,170 | $1,331,283 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,910 | $1,290,762 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
129,042 | $1,234,931 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
91,876 | $991,342 | |
| 6 | BX |
Blackstone Inc.
|
5,570 | $655,421 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
77,280 | $608,966 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
50,279 | $513,851 |
All Filings in JFR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,085 | 21,002 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $159,942 | 21,269 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $169,433 | 21,639 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $177,007 | 21,639 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $183,282 | 21,639 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $183,671 | 21,685 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $193,430 | 21,685 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $192,425 | 21,817 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $195,213 | 22,568 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $197,018 | 22,568 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $185,508 | 22,568 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $185,283 | 22,568 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $178,077 | 22,570 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $186,550 | 22,750 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $180,180 | 22,750 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $184,502 | 22,750 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $190,152 | 22,800 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $231,421 | 23,119 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $246,480 | 24,236 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $248,135 | 24,764 | Shares | Sole | 2021-07-21 | |
| 2020-06-30 | $199,119 | 25,205 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||