Keyes, Stange & Wooten Wealth Management, LLC
Position in JFR — Nuveen Floating Rate Income Fund
CIK 2011352
Daytona Beach, FL
Position in JFR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$132,852
+$2,599 QoQ
Shares Held
17,321
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#118
of 173 holders
Holding Since
Dec 2025
3 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, 2026Keyes, Stange & Wooten Wealth Management, LLC holds $422,738 across 2 Asset Management names. JFR ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVT |
Royce Small-Cap Trust, Inc.
|
15,695 | $289,886 | |
| 2 | JFR |
Nuveen Floating Rate Income Fund
This page
|
17,321 | $132,852 |
All Filings in JFR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,852 | 17,321 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $130,253 | 17,321 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $135,623 | 17,321 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||