IFP Advisors’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

IFP Advisors’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	-611	Closed	-$11.5K	–	5354
2026 Q2	$11.5K	Buy	+611	New	+$11.5K	﹤0.01%	3312
2023 Q1	–	Sell	-119	Closed	-$6K	–	4077
2022 Q4	$6K	Buy	119 +86	+261%	+$1.5K	﹤0.01%	3706
2022 Q3	$6K	Sell	33 -17	-34%	-$323	﹤0.01%	3947
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	3804
2022 Q1	$5K	Buy	+50	New	+$1.2K	﹤0.01%	3802

Other funds holding NPFD

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

IFP Advisors's NPFD Position: Q3 2026 in Review

IFP Advisors sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q3 2026, closing a stake of 611 shares — an estimated $11.5K sold.

IFP Advisors first reported a position in NPFD in Q1 2022 and held it in 5 quarters. The position peaked at $11.5K in Q2 2026. 16 funds tracked by Wall St. Rank hold NPFD as of Q3 2026.

IFP Advisors reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 611 Nuveen Variable Rate Preferred & Income Fund shares in Q3 2026, an estimated $11.5K.
IFP Advisors first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q1 2022 and held it in 5 quarters.
IFP Advisors's Nuveen Variable Rate Preferred & Income Fund position peaked at $11.5K in Q2 2026.
16 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.