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

Atlas Wealth’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
2026 Q2	$4.96M	Buy	+263,387	New	+$4.98M	0.71%	43
2024 Q3	–	Sell	-509,032	Closed	-$9.35M	–	134
2024 Q2	$9.35M	Buy	+509,032	New	+$8.94M	1.1%	27
2023 Q4	–	Sell	-564,690	Closed	-$8.85M	–	121
2023 Q3	$8.85M	Buy	564,690 +30,402	+6%	+$486K	1.65%	19
2023 Q2	$8.52M	Buy	534,288 +301,418	+129%	+$4.64M	1.57%	20
2023 Q1	$3.69M	Buy	232,870 +203,986	+706%	+$3.61M	0.72%	38
2022 Q4	$507K	Buy	+28,884	New	+$504K	0.14%	77

Other funds holding NPFD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

SWM

Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Atlas Wealth's NPFD Position: Q2 2026 in Review

Atlas Wealth opened a new position in Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q2 2026: 263,387 shares worth $4.96M. The stake represents 0.71% of the portfolio and ranks #43 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in NPFD as recently as Q2 2024.

Atlas Wealth first reported a position in NPFD in Q4 2022 and has held it in 6 quarters since. The position peaked at $9.35M in Q2 2024. 16 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

Atlas Wealth held 263,387 shares of Nuveen Variable Rate Preferred & Income Fund worth $4.96M as of Q2 2026.
Nuveen Variable Rate Preferred & Income Fund was a new Atlas Wealth position in Q2 2026.
Nuveen Variable Rate Preferred & Income Fund made up 0.71% of Atlas Wealth's portfolio in Q2 2026, its #43 holding.
Atlas Wealth first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q4 2022 and has held it in 6 quarters since.
Atlas Wealth's Nuveen Variable Rate Preferred & Income Fund position peaked at $9.35M in Q2 2024.
16 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.