Independent Advisor Alliance’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Independent Advisor Alliance’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
2025 Q1	–	Sell	-63,965	Closed	-$1.17M	–	1171
2024 Q4	$1.17M	Buy	+63,965	New	+$1.21M	0.02%	687

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

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

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Independent Advisor Alliance's NPFD Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q1 2025, closing a stake of 63,965 shares — an estimated $1.17M sold.

Independent Advisor Alliance first reported a position in NPFD in Q4 2024 and held it in 1 quarter. The position peaked at $1.17M in Q4 2024. 46 funds tracked by Wall St. Rank hold NPFD as of Q1 2025.

Independent Advisor Alliance reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q1 2025 after selling out during the quarter.
Independent Advisor Alliance sold 63,965 Nuveen Variable Rate Preferred & Income Fund shares in Q1 2025, an estimated $1.17M.
Independent Advisor Alliance first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q4 2024 and held it in 1 quarter.
Independent Advisor Alliance's Nuveen Variable Rate Preferred & Income Fund position peaked at $1.17M in Q4 2024.
46 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.