FullCircle Wealth’s Nuveen Preferred and Income ETF NPFI Stock Holding History

FullCircle Wealth’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 Q3	$2.09M	Buy	+79,646	New	+$2.08M	0.74%	32

Other funds holding NPFI

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Concorde Financial Dallas, Texas $127M AUM 24.97% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

FullCircle Wealth's NPFI Position: Q3 2025 in Review

FullCircle Wealth opened a new position in Nuveen Preferred and Income ETF (NPFI) in Q3 2025: 79,646 shares worth $2.09M. The stake represents 0.74% of the portfolio and ranks #32 among its holdings.

10 funds tracked by Wall St. Rank hold NPFI as of Q3 2025.

FullCircle Wealth held 79,646 shares of Nuveen Preferred and Income ETF worth $2.09M as of Q3 2025.
Nuveen Preferred and Income ETF was a new FullCircle Wealth position in Q3 2025.
Nuveen Preferred and Income ETF made up 0.74% of FullCircle Wealth's portfolio in Q3 2025, its #32 holding.
10 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.