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Altus Wealth Group’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Altus Wealth Group’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
Q3 		– Sell
-22,508
Closed -$348K – 139
2023
Q2 		$348K Sell
22,508
-1,200
-5% -$18.5K 0.21% 100
2023
Q1 		$376K Hold
23,708
– – 0.25% 88
2022
Q4 		$416K Buy
+23,708
New +$413K 0.32% 80

Other funds holding NPFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altus Wealth Group's NPFD Position: Q3 2023 in Review

Altus Wealth Group sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q3 2023, closing a stake of 22,508 shares — an estimated $348K sold.

Altus Wealth Group first reported a position in NPFD in Q4 2022 and held it in 3 quarters. The position peaked at $416K in Q4 2022. 33 funds tracked by Wall St. Rank hold NPFD as of Q3 2023.

  • Altus Wealth Group reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q3 2023 after selling out during the quarter.
  • Altus Wealth Group sold 22,508 Nuveen Variable Rate Preferred & Income Fund shares in Q3 2023, an estimated $348K.
  • Altus Wealth Group first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q4 2022 and held it in 3 quarters.
  • Altus Wealth Group's Nuveen Variable Rate Preferred & Income Fund position peaked at $416K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q3 2023.

Based on Altus Wealth Group's 13F filing for Q3 2023, filed 13 Nov 2023.