Integrated Wealth Concepts
NPFI icon

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

Integrated Wealth Concepts’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
2026
Q2 		$1.88M Buy
71,786
+9,143
+15% +$238K 0.01% 874
2026
Q1 		$1.61M Buy
62,643
+902
+1% +$23.6K 0.01% 853
2025
Q4 		$1.62M Sell
61,741
-83
-0.1% -$2.18K 0.02% 586
2025
Q3 		$1.64M Buy
+61,824
New +$1.62M 0.01% 757

Other funds holding NPFI

Berger Financial Group
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Astoria Portfolio Advisors
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Buckley Wealth Management
Buckley Wealth Management Las Vegas, Nevada $404M AUM 34.93% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Nuveen Preferred and Income ETF (NPFI) stake by 15% in Q2 2026, buying an estimated $238K and bringing the position to 71,786 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #874.

Integrated Wealth Concepts first reported a position in NPFI in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

  • Integrated Wealth Concepts held 71,786 shares of Nuveen Preferred and Income ETF worth $1.88M as of Q2 2026.
  • Integrated Wealth Concepts bought 9,143 Nuveen Preferred and Income ETF shares in Q2 2026, an estimated $238K.
  • Nuveen Preferred and Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #874 holding.
  • Integrated Wealth Concepts first reported a position in Nuveen Preferred and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

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