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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

JFR holding history

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

JFR overviewAll 13F holders of JFRFull Q2 2026 holdings

Shares (Q2 2026)
12,705
Value
$97.4K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of JFR by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,705$97.4K<0.1%+12,705NewHolders