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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
Q1 		$1.61M Buy
62,643
+902
+1% +$23.6K 0.01% 853
2025
Q4 		$1.62M Sell
61,741
-83
-0.1% -$2.19K 0.02% 586
2025
Q3 		$1.64M Buy
+61,824
New +$1.62M 0.01% 757

Other funds holding NPFI

BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
BWM
Buckley Wealth Management Las Vegas, Nevada $392M AUM 28.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Integrated Wealth Concepts's NPFI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Nuveen Preferred and Income ETF (NPFI) stake by 1.5% in Q1 2026, buying an estimated $23.6K and bringing the position to 62,643 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #853.

Integrated Wealth Concepts first reported a position in NPFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.64M in Q3 2025. 20 funds tracked by Wall St. Rank hold NPFI as of Q1 2026.

  • Integrated Wealth Concepts held 62,643 shares of Nuveen Preferred and Income ETF worth $1.61M as of Q1 2026.
  • Integrated Wealth Concepts bought 902 Nuveen Preferred and Income ETF shares in Q1 2026, an estimated $23.6K.
  • Nuveen Preferred and Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #853 holding.
  • Integrated Wealth Concepts first reported a position in Nuveen Preferred and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Nuveen Preferred and Income ETF position peaked at $1.64M in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.