BWM
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Buckley Wealth Management’s Nuveen Preferred and Income ETF NPFI Stock Holding History

Buckley Wealth Management’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 		$547K Buy
20,936
+1,000
+5% +$26K 0.14% 89
2026
Q1 		$514K Buy
+19,936
New +$522K 0.13% 88

Other funds holding NPFI

BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
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

Buckley Wealth Management's NPFI Position: Q2 2026 in Review

Buckley Wealth Management increased its Nuveen Preferred and Income ETF (NPFI) stake by 5% in Q2 2026, buying an estimated $26K and bringing the position to 20,936 shares worth $547K. The position accounts for 0.14% of the portfolio, ranked #89.

Buckley Wealth Management first reported a position in NPFI in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

  • Buckley Wealth Management held 20,936 shares of Nuveen Preferred and Income ETF worth $547K as of Q2 2026.
  • Buckley Wealth Management bought 1,000 Nuveen Preferred and Income ETF shares in Q2 2026, an estimated $26K.
  • Nuveen Preferred and Income ETF made up 0.14% of Buckley Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Buckley Wealth Management first reported a position in Nuveen Preferred and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.