Commonwealth Equity Services’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Commonwealth Equity Services’s Portfolio NPFD Stock Details NPFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	67,225 +2,655	+4%	+$50.2K	﹤0.01%	2523
2026 Q1	$1.17M	Buy	64,570 +2,315	+4%	+$44.6K	﹤0.01%	2477
2025 Q4	$1.18M	Buy	62,255 +2,173	+4%	+$42.6K	﹤0.01%	2436
2025 Q3	$1.2M	Buy	60,082 +14	+0%	+$273	﹤0.01%	2446
2025 Q2	$1.16M	Buy	60,068 +4,684	+8%	+$87.3K	﹤0.01%	2441
2025 Q1	$1.04M	Buy	55,384 +8,957	+19%	+$169K	﹤0.01%	2424
2024 Q4	$846K	Buy	46,427 +5,270	+13%	+$99.8K	﹤0.01%	2521
2024 Q3	$780K	Buy	41,157 +8,053	+24%	+$150K	﹤0.01%	2532
2024 Q2	$608K	Buy	+33,104	New	+$581K	﹤0.01%	2673

Other funds holding NPFD

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

SWM

Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Commonwealth Equity Services's NPFD Position: Q2 2026 in Review

Commonwealth Equity Services increased its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 4.1% in Q2 2026, buying an estimated $50.2K and bringing the position to 67,225 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Commonwealth Equity Services first reported a position in NPFD in Q2 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

Commonwealth Equity Services held 67,225 shares of Nuveen Variable Rate Preferred & Income Fund worth $1.27M as of Q2 2026.
Commonwealth Equity Services bought 2,655 Nuveen Variable Rate Preferred & Income Fund shares in Q2 2026, an estimated $50.2K.
Nuveen Variable Rate Preferred & Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2523 holding.
Commonwealth Equity Services first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q2 2024 and has held it in 9 quarters since.
16 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.