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BFC Planning, Inc.’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

BFC Planning, Inc.’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
Q3 		– Sell
-393
Closed -$7.4K – 3569
2026
Q2 		$7.4K Hold
393
– – ﹤0.01% 2512
2026
Q1 		$7.13K Hold
393
– – ﹤0.01% 2169
2025
Q4 		$7.48K Hold
393
– – ﹤0.01% 2190
2025
Q3 		$7.84K Buy
+393
New +$7.65K ﹤0.01% 2024

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UBS Group
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Advisors Asset Management
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Invesco
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AW
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Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BFC Planning, Inc.'s NPFD Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q3 2026, closing a stake of 393 shares — an estimated $7.4K sold.

BFC Planning, Inc. first reported a position in NPFD in Q3 2025 and held it in 4 quarters. The position peaked at $7.84K in Q3 2025. 46 funds tracked by Wall St. Rank hold NPFD as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 393 Nuveen Variable Rate Preferred & Income Fund shares in Q3 2026, an estimated $7.4K.
  • BFC Planning, Inc. first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q3 2025 and held it in 4 quarters.
  • BFC Planning, Inc.'s Nuveen Variable Rate Preferred & Income Fund position peaked at $7.84K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.