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Evolve Private Wealth’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Evolve Private Wealth’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 		$1.22M Sell
64,082
-4,706
-7% -$88.9K 0.07% 234
2026
Q1 		$1.25M Buy
68,788
+83
+0.1% +$1.6K 0.07% 274
2025
Q4 		$1.31M Buy
+68,705
New +$1.35M 0.08% 234

Other funds holding NPFD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Evolve Private Wealth's NPFD Position: Q2 2026 in Review

Evolve Private Wealth reduced its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 6.8% in Q2 2026, selling an estimated $88.9K and leaving 64,082 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #234.

Evolve Private Wealth first reported a position in NPFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q4 2025. 51 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

  • Evolve Private Wealth held 64,082 shares of Nuveen Variable Rate Preferred & Income Fund worth $1.22M as of Q2 2026.
  • Evolve Private Wealth sold 4,706 Nuveen Variable Rate Preferred & Income Fund shares in Q2 2026, an estimated $88.9K.
  • Nuveen Variable Rate Preferred & Income Fund made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #234 holding.
  • Evolve Private Wealth first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Nuveen Variable Rate Preferred & Income Fund position peaked at $1.31M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.