Western Wealth Management, LLC

Position in JFR — Nuveen Floating Rate Income Fund

CIK 1767902 GOLDEN, CO

Position in JFR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$94,103

+$4,059 QoQ

Shares Held

12,269

+2.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#138

of 173 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Western Wealth Management, LLC holds $30,690,840 across 45 Asset Management names. JFR ranks #41 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	5,463	$5,253,002
2	BX	Blackstone Inc.	26,414	$3,108,134
3	PSLV	Sprott Physical Silver Trust	161,762	$3,052,448
4	BPRE	Bluerock Private Real Estate Fund	143,212	$1,863,188
5	RJF	Raymond James Financial Inc	9,814	$1,492,022
6	PDI	PIMCO Dynamic Income Fund	81,936	$1,368,330
7	ARCC	Ares Capital Corp	73,575	$1,363,344
8	KKR	KKR & Co. Inc.	10,531	$966,535

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,103	12,269	+2.5%	Shares	Sole	2026-08-14
2026-03-31	$90,044	11,974	-69.8%	Shares	Sole	2026-05-19
2024-12-31	$354,141	39,702	+7.5%	Shares	Sole	2025-02-18
2024-09-30	$325,704	36,928	-6.5%	Shares	Sole	2024-11-12
2023-12-31	$324,533	39,481	+17.8%	Shares	Sole	2024-01-31
2023-09-30	$275,092	33,507	+104.2%	Shares	Sole	2023-11-08
2023-06-30	$129,490	16,412	+2.5%	Shares	Sole	2023-08-30
2023-03-31	$131,241	16,005	+1.8%	Shares	Sole	2023-08-30
2022-12-31	$124,470	15,716	-15.5%	Shares	Sole	2023-02-03
2022-09-30	$150,764	18,590	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$154,840	18,566	-8.5%	Shares	Sole	2022-07-18
2022-03-31	$203,102	20,290	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.