Amplius Wealth Advisors, LLC

SEC CIK: 0001900584
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

JFR holding history

Nuveen Floating Rate Income Fund in every 13F filed by Amplius Wealth Advisors, LLC, 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 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of JFR by Amplius Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−10,598−100.0%	Sold out	Holders
Q1 2022	10,598	$106.0K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	10,598	$107.0K	<0.1%	–	No prior filing	Holders