Krilogy Financial’s Nuveen Preferred and Income ETF NPFI Stock Holding History

Krilogy Financial’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 Q3	$995K	Buy	39,700 +1,700	+4%	+$43.9K	0.03%	414
2026 Q2	$994K	Sell	38,000 -1,300	-3%	-$33.8K	0.03%	402
2026 Q1	$1.02M	Hold	39,300	–	–	0.03%	361
2025 Q4	$1.04M	Sell	39,300 -1,900	-5%	-$50K	0.04%	348
2025 Q3	$1.08M	Buy	+41,200	New	+$1.08M	0.04%	317

Other funds holding NPFI

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Richardson Financial Services Medway, Massachusetts $176M AUM 19.76% 1-Year Est. Return

Krilogy Financial's NPFI Position: Q3 2026 in Review

Krilogy Financial increased its Nuveen Preferred and Income ETF (NPFI) stake by 4.5% in Q3 2026, buying an estimated $43.9K and bringing the position to 39,700 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #414.

Krilogy Financial first reported a position in NPFI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2025. 9 funds tracked by Wall St. Rank hold NPFI as of Q3 2026.

Krilogy Financial held 39,700 shares of Nuveen Preferred and Income ETF worth $995K as of Q3 2026.
Krilogy Financial bought 1,700 Nuveen Preferred and Income ETF shares in Q3 2026, an estimated $43.9K.
Nuveen Preferred and Income ETF made up 0.03% of Krilogy Financial's portfolio in Q3 2026, its #414 holding.
Krilogy Financial first reported a position in Nuveen Preferred and Income ETF in Q3 2025 and has held it in 5 quarters since.
Krilogy Financial's Nuveen Preferred and Income ETF position peaked at $1.08M in Q3 2025.
9 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.