CF
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Concorde Financial’s Nuveen Preferred and Income ETF NPFI Stock Holding History

Concorde Financial’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
2025
Q4 		– Sell
-72,481
Closed -$1.92M – 37
2025
Q3 		$1.92M Buy
+72,481
New +$1.9M 1.06% 32

Other funds holding NPFI

BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Concorde Financial's NPFI Position: Q4 2025 in Review

Concorde Financial sold out of Nuveen Preferred and Income ETF (NPFI) in Q4 2025, closing a stake of 72,481 shares — an estimated $1.92M sold.

Concorde Financial first reported a position in NPFI in Q3 2025 and held it in 1 quarter. The position peaked at $1.92M in Q3 2025. 12 funds tracked by Wall St. Rank hold NPFI as of Q4 2025.

  • Concorde Financial reported no remaining Nuveen Preferred and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Concorde Financial sold 72,481 Nuveen Preferred and Income ETF shares in Q4 2025, an estimated $1.92M.
  • Concorde Financial first reported a position in Nuveen Preferred and Income ETF in Q3 2025 and held it in 1 quarter.
  • Concorde Financial's Nuveen Preferred and Income ETF position peaked at $1.92M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q4 2025.

Based on Concorde Financial's 13F filing for Q4 2025, filed 17 Feb 2026.