Envestnet Asset Management
NPFI icon

Envestnet Asset Management’s Nuveen Preferred and Income ETF NPFI Stock Holding History

Envestnet Asset 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 		$703K Sell
26,879
-4,324
-14% -$113K ﹤0.01% 3850
2026
Q1 		$804K Buy
31,203
+8,825
+39% +$231K ﹤0.01% 3602
2025
Q4 		$586K Buy
+22,378
New +$589K ﹤0.01% 3599

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
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
BWM
Buckley Wealth Management Las Vegas, Nevada $404M AUM 34.93% 1-Year Est. Return

Envestnet Asset Management's NPFI Position: Q2 2026 in Review

Envestnet Asset Management reduced its Nuveen Preferred and Income ETF (NPFI) stake by 14% in Q2 2026, selling an estimated $113K and leaving 26,879 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

Envestnet Asset Management first reported a position in NPFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $804K in Q1 2026. 21 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

  • Envestnet Asset Management held 26,879 shares of Nuveen Preferred and Income ETF worth $703K as of Q2 2026.
  • Envestnet Asset Management sold 4,324 Nuveen Preferred and Income ETF shares in Q2 2026, an estimated $113K.
  • Nuveen Preferred and Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3850 holding.
  • Envestnet Asset Management first reported a position in Nuveen Preferred and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's Nuveen Preferred and Income ETF position peaked at $804K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.