JFR β€” NUVEEN FLOATING RATE INCOME

Ownership history in Platform Technology Partners  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Platform Technology Partners reported a position in NUVEEN FLOATING RATE INCOME (JFR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.04% (2024 Q2)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
6

Position Intelligence

Platform Technology Partners Γ— JFR AI Analytics

πŸ“‰ Platform Technology Partners underperformed the S&P 500 by –12.6% annually on this JFR position. Maximum drawdown during holding period: –2.1%.

πŸ“ˆ Position Alpha vs SPY
-12.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 12.6% ann.
4 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–2.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.03% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    JFR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 14,051 β€” 0% 0.03% $115K $7.67
2025 Q2 UNCHANGED 14,051 β€” 0% 0.03% $119K $7.70
2025 Q1 UNCHANGED 14,051 β€” 0% 0.03% $119K $7.47
2024 Q4 UNCHANGED 14,051 β€” 0% 0.04% $125K $7.63
2024 Q3 UNCHANGED 14,051 β€” 0% 0.04% $124K $7.34
2024 Q2 INITIATED 14,051 β€” β€” 0.04% $122K β€”

🏒 Other funds also holding JFR

As of 2025 Q4 β€” sorted by position size

Congress Park Capital LLC 3Y 7Y 5.11% ICON ADVISERS INC/CO 3Y 7Y 2.87% Logan Stone Capital, LLC 3Y 2.48% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 2.32% Kanen Wealth Management LLC 3Y 1.82% GraniteShares Advisors LLC 3Y 1.64% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 1.03% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.72% Cyndeo Wealth Partners, LLC 3Y 0.65% MELFA WEALTH MANAGEMENT, INC. 3Y 0.48%
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