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 Q1	$14.9M	Buy	578,634 +41,850	+8%	+$1.1M	0.84%	25
2025 Q4	$14.1M	Buy	536,784 +17,928	+3%	+$472K	0.82%	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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Astoria Portfolio Advisors New York $468M AUM 21.04% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

Buckley Wealth Management Las Vegas, Nevada $392M AUM 28.21% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return