Berger Financial Group’s Nuveen Preferred and Income ETF NPFI Stock Holding History

Berger Financial Group’s Portfolio NPFI Stock Details NPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15M	Sell	574,054 -4,580	-0.8%	-$119K	0.77%	30
2026 Q1	$14.9M	Buy	578,634 +41,850	+8%	+$1.1M	0.83%	25
2025 Q4	$14.1M	Buy	536,784 +17,928	+3%	+$472K	0.81%	30
2025 Q3	$13.7M	Buy	518,856 +10,688	+2%	+$280K	0.82%	29
2025 Q2	$13.2M	Buy	508,168 +11,590	+2%	+$296K	0.86%	29
2025 Q1	$12.8M	Buy	+496,578	New	+$12.8M	0.89%	25

Other funds holding NPFI

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

BWM

Buckley Wealth Management Las Vegas, Nevada $404M AUM 34.93% 1-Year Est. Return

Berger Financial Group's NPFI Position: Q2 2026 in Review

Berger Financial Group reduced its Nuveen Preferred and Income ETF (NPFI) stake by 0.79% in Q2 2026, selling an estimated $119K and leaving 574,054 shares worth $15M. The position accounts for 0.77% of the portfolio, ranked #30.

Berger Financial Group first reported a position in NPFI in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

Berger Financial Group held 574,054 shares of Nuveen Preferred and Income ETF worth $15M as of Q2 2026.
Berger Financial Group sold 4,580 Nuveen Preferred and Income ETF shares in Q2 2026, an estimated $119K.
Nuveen Preferred and Income ETF made up 0.77% of Berger Financial Group's portfolio in Q2 2026, its #30 holding.
Berger Financial Group first reported a position in Nuveen Preferred and Income ETF in Q1 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.