Avantax Advisory Services’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-11,326	Closed	-$179K	–	1550
2023 Q1	$179K	Hold	11,326	–	–	﹤0.01%	1389
2022 Q4	$199K	Buy	+11,326	New	+$197K	﹤0.01%	1318

Other funds holding NPFD

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Avantax Advisory Services's NPFD Position: Q2 2023 in Review

Avantax Advisory Services sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q2 2023, closing a stake of 11,326 shares — an estimated $179K sold.

Avantax Advisory Services first reported a position in NPFD in Q4 2022 and held it in 2 quarters. The position peaked at $199K in Q4 2022. 39 funds tracked by Wall St. Rank hold NPFD as of Q2 2023.

Avantax Advisory Services reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 11,326 Nuveen Variable Rate Preferred & Income Fund shares in Q2 2023, an estimated $179K.
Avantax Advisory Services first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q4 2022 and held it in 2 quarters.
Avantax Advisory Services's Nuveen Variable Rate Preferred & Income Fund position peaked at $199K in Q4 2022.
39 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.