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

BDO Wealth Advisors’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	$62K	Buy	4,002 +166	+4%	+$2.55K	0.01%	401
2023 Q1	$60.8K	Sell	3,836 -2,391	-38%	-$42.4K	0.01%	392
2022 Q4	$109K	Buy	6,227 +661	+12%	+$11.5K	0.01%	318
2022 Q3	$97K	Buy	5,566 +2,566	+86%	+$48.7K	0.01%	326
2022 Q2	$55K	Buy	+3,000	New	+$59K	0.01%	397

Other funds holding NPFD

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

BDO Wealth Advisors's NPFD Position: Q2 2023 in Review

BDO Wealth Advisors increased its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 4.3% in Q2 2023, buying an estimated $2.55K and bringing the position to 4,002 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #401.

BDO Wealth Advisors first reported a position in NPFD in Q2 2022 and has held it in 5 quarters since. The position peaked at $109K in Q4 2022. 39 funds tracked by Wall St. Rank hold NPFD as of Q2 2023.

BDO Wealth Advisors held 4,002 shares of Nuveen Variable Rate Preferred & Income Fund worth $62K as of Q2 2023.
BDO Wealth Advisors bought 166 Nuveen Variable Rate Preferred & Income Fund shares in Q2 2023, an estimated $2.55K.
Nuveen Variable Rate Preferred & Income Fund made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #401 holding.
BDO Wealth Advisors first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q2 2022 and has held it in 5 quarters since.
BDO Wealth Advisors's Nuveen Variable Rate Preferred & Income Fund position peaked at $109K in Q4 2022.
39 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.