KF
NPFI icon

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
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

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Krilogy Financial's NPFI Position: Q2 2026 in Review

Krilogy Financial reduced its Nuveen Preferred and Income ETF (NPFI) stake by 3.3% in Q2 2026, selling an estimated $33.8K and leaving 38,000 shares worth $994K. The position accounts for 0.03% of the portfolio, ranked #402.

Krilogy Financial first reported a position in NPFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q3 2025. 8 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

  • Krilogy Financial held 38,000 shares of Nuveen Preferred and Income ETF worth $994K as of Q2 2026.
  • Krilogy Financial sold 1,300 Nuveen Preferred and Income ETF shares in Q2 2026, an estimated $33.8K.
  • Nuveen Preferred and Income ETF made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #402 holding.
  • Krilogy Financial first reported a position in Nuveen Preferred and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Nuveen Preferred and Income ETF position peaked at $1.08M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.