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Alpha Cubed Investments’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Alpha Cubed Investments’s Portfolio NPFD Stock Details NPFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-59,010
Closed -$1.04M – 305
2022
Q4 		$1.04M Buy
+59,010
New +$1.03M 0.08% 115

Other funds holding NPFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Alpha Cubed Investments's NPFD Position: Q1 2023 in Review

Alpha Cubed Investments sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q1 2023, closing a stake of 59,010 shares — an estimated $1.04M sold.

Alpha Cubed Investments first reported a position in NPFD in Q4 2022 and held it in 1 quarter. The position peaked at $1.04M in Q4 2022. 36 funds tracked by Wall St. Rank hold NPFD as of Q1 2023.

  • Alpha Cubed Investments reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q1 2023 after selling out during the quarter.
  • Alpha Cubed Investments sold 59,010 Nuveen Variable Rate Preferred & Income Fund shares in Q1 2023, an estimated $1.04M.
  • Alpha Cubed Investments first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q4 2022 and held it in 1 quarter.
  • Alpha Cubed Investments's Nuveen Variable Rate Preferred & Income Fund position peaked at $1.04M in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q1 2023.

Based on Alpha Cubed Investments's 13F filing for Q1 2023, filed 27 Apr 2023.