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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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
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.