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 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 $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Evolve Private Wealth's NPFD Position: Q1 2026 in Review

Evolve Private Wealth increased its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 0.12% in Q1 2026, buying an estimated $1.6K and bringing the position to 68,788 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #274.

Evolve Private Wealth first reported a position in NPFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.31M in Q4 2025. 56 funds tracked by Wall St. Rank hold NPFD as of Q1 2026.

Evolve Private Wealth held 68,788 shares of Nuveen Variable Rate Preferred & Income Fund worth $1.25M as of Q1 2026.
Evolve Private Wealth bought 83 Nuveen Variable Rate Preferred & Income Fund shares in Q1 2026, an estimated $1.6K.
Nuveen Variable Rate Preferred & Income Fund made up 0.07% of Evolve Private Wealth's portfolio in Q1 2026, its #274 holding.
Evolve Private Wealth first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q4 2025 and has held it in 2 quarters since.
Evolve Private Wealth's Nuveen Variable Rate Preferred & Income Fund position peaked at $1.31M in Q4 2025.
56 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.