MELFA WEALTH MANAGEMENT, INC. JFR — NUVEEN FLOATING RATE INCOME

Ownership history in MELFA WEALTH MANAGEMENT, INC.  ·  15 quarters on record

AI Ownership Summary

MELFA WEALTH MANAGEMENT, INC. reported NUVEEN FLOATING RATE INCOME (JFR) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.79% in 2024 Q1. The latest visible filing shows JFR at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MELFA WEALTH MANAGEMENT, INC.'s position in NUVEEN FLOATING RATE INCOME, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JFR was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JFR stock page MELFA WEALTH MANAGEMENT, INC. fund profile MELFA WEALTH MANAGEMENT, INC. full holdings
How MELFA WEALTH MANAGEMENT, INC. held JFR — position size vs. price
% of Fund (quarterly)    JFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 107,219 — 0% 0.44% $822K 2026-07-24 $nan
2026 Q1 UNCHANGED — — — 107,219 — 0% 0.46% $806K 2026-04-10 $7.23
2025 Q4 REDUCED — — — 107,219 -15 -0.0% 0.48% $840K 2026-01-16 $7.37
2025 Q3 UNCHANGED — — — 107,234 — 0% 0.51% $877K 2025-10-28 $7.19
2025 Q2 UNCHANGED — — — 107,234 — 0% 0.57% $908K 2025-07-17 $7.47
2025 Q1 REDUCED — — — 107,234 -4,092 -3.7% 0.61% $908K 2025-05-02 $7.03
2024 Q4 REDUCED 5.3% -2.2% ✅ 111,326 -6,273 -5.3% 0.66% $993K 2025-01-17 $7.16
2024 Q3 REDUCED 6.7% +5.5% ❌ 117,599 -8,500 -6.7% 0.68% $1.0M 2024-10-16 $7.20
2024 Q2 ADDED — — — 126,099 +273 +0.2% 0.76% $1.1M 2024-07-15 $6.90
2024 Q1 ADDED — — — 125,826 +552 +0.4% 0.79% $1.1M 2024-04-23 $6.58
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JFR

As of 2026 Q2 — sorted by position size

Congress Park Capital LLC 3Y 7Y 7.2% Cyndeo Wealth Partners, LLC 3Y 0.72% Seelaus Asset Management LLC 3Y 7Y 0.34% Blackhawk Capital Partners, LLC 3Y 7Y 0.19% Fortitude Advisory Group L.L.C. 3Y 0.16% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.13% WORLD EQUITY GROUP, INC. 0.1% Camelot Portfolios, LLC 3Y 7Y 0.09% Keyes, Stange & Wooten Wealth Management, LLC 0.05% E&G Advisors, LLC 3Y 7Y 0.05%

FAQ About MELFA WEALTH MANAGEMENT, INC. and JFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MELFA WEALTH MANAGEMENT, INC. reported owning JFR?

MELFA WEALTH MANAGEMENT, INC. reported JFR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JFR position in MELFA WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for JFR was 0.79% in 2024 Q1.

What is the latest reported JFR position on this page?

The most recent filing on this page is 2026 Q2, when MELFA WEALTH MANAGEMENT, INC. reported 107,219 shares, equal to 0.44% of portfolio, with an estimated market value of $822K.

What does the chart on this JFR ownership page compare?

The chart compares MELFA WEALTH MANAGEMENT, INC.'s quarterly JFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MELFA WEALTH MANAGEMENT, INC. time their JFR position?

Based on 13F filing dates vs. subsequent JFR price moves, MELFA WEALTH MANAGEMENT, INC. correctly timed 7 out of 11 reported position changes (64%).

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