Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

JFR holding history

Nuveen Floating Rate Income Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JFR overview All 13F holders of JFR Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2026

Holdings of JFR by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−10,494−100.0%	Sold out	Holders
Q1 2026	10,494	$78.9K	<0.1%	+10,494	New	Holders