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

Centurion 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 		– Sell
-9,598
Closed -$247K – 329
2026
Q1 		$247K Sell
9,598
-21,193
-69% -$555K 0.06% 268
2025
Q4 		$807K Sell
30,791
-6,127
-17% -$161K 0.18% 102
2025
Q3 		$978K Sell
36,918
-7,363
-17% -$193K 0.22% 87
2025
Q2 		$1.15M Sell
44,281
-201,137
-82% -$5.13M 0.33% 66
2025
Q1 		$6.27M Hold
245,418
– – 1.96% 15
2024
Q4 		$6.27M Buy
245,418
+34,357
+16% +$889K 1.96% 15
2024
Q3 		$5.51M Buy
+211,061
New +$5.42M 1.76% 16

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

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

Centurion Wealth Management sold out of Nuveen Preferred and Income ETF (NPFI) in Q2 2026, closing a stake of 9,598 shares — an estimated $247K sold.

Centurion Wealth Management first reported a position in NPFI in Q3 2024 and held it in 7 quarters. The position peaked at $6.27M in Q1 2025. 21 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

  • Centurion Wealth Management reported no remaining Nuveen Preferred and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 9,598 Nuveen Preferred and Income ETF shares in Q2 2026, an estimated $247K.
  • Centurion Wealth Management first reported a position in Nuveen Preferred and Income ETF in Q3 2024 and held it in 7 quarters.
  • Centurion Wealth Management's Nuveen Preferred and Income ETF position peaked at $6.27M in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.