INDEPENDENT FINANCIAL GROUP, LLC
Position in JFR — Nuveen Floating Rate Income Fund
CIK 275484
SAN DIEGO, CA
Position in JFR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$487,742
-$118,768 QoQ
Shares Held
63,591
-21.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#64
of 173 holders
Holding Since
Sep 2022
16 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. JFR ranks #55 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in JFR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,742 | 63,591 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $606,510 | 80,653 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $738,431 | 94,308 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $906,990 | 110,879 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $934,994 | 110,389 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $925,618 | 109,282 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,213,093 | 135,997 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,030,343 | 116,819 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,217,591 | 140,762 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,129,181 | 129,345 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,054,552 | 128,291 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,095,312 | 133,412 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $510,569 | 64,711 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $313,707 | 38,257 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $139,162 | 17,571 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $94,286 | 11,626 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||