Integrated Wealth Concepts’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Integrated Wealth Concepts’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 Q2	$58.3K	Buy	+3,100	New	+$58.6K	﹤0.01%	3240

Other funds holding NPFD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Integrated Wealth Concepts's NPFD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q2 2026: 3,100 shares worth $58.3K. The stake represents ﹤0.01% of the portfolio and ranks #3240 among its holdings.

51 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

Integrated Wealth Concepts held 3,100 shares of Nuveen Variable Rate Preferred & Income Fund worth $58.3K as of Q2 2026.
Nuveen Variable Rate Preferred & Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
Nuveen Variable Rate Preferred & Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3240 holding.
51 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.