Skip to main content

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

JFR holding history

Nuveen Floating Rate Income Fund in every 13F filed by Beacon Pointe 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)
26,598
Value
$204.0K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of JFR by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,598$204.0K<0.1%+1,350+5.3%AddedHolders
Q1 202625,248$189.9K<0.1%−1,625−6.0%ReducedHolders
Q4 202526,873$210.4K<0.1%00.0%UnchangedHolders
Q3 202526,873$219.8K<0.1%+26,873NewHolders