LPL Financial’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

LPL Financial’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	$355K	Sell	18,883 -1,710	-8%	-$32.3K	﹤0.01%	5317
2026 Q1	$374K	Buy	20,593 +4,987	+32%	+$96.1K	﹤0.01%	5027
2025 Q4	$297K	Sell	15,606 -223	-1%	-$4.37K	﹤0.01%	5153
2025 Q3	$316K	Buy	15,829 +3,800	+32%	+$74K	﹤0.01%	5012
2025 Q2	$232K	Buy	+12,029	New	+$224K	﹤0.01%	4975

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

LPL Financial's NPFD Position: Q2 2026 in Review

LPL Financial reduced its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 8.3% in Q2 2026, selling an estimated $32.3K and leaving 18,883 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #5317.

LPL Financial first reported a position in NPFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $374K in Q1 2026. 51 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

LPL Financial held 18,883 shares of Nuveen Variable Rate Preferred & Income Fund worth $355K as of Q2 2026.
LPL Financial sold 1,710 Nuveen Variable Rate Preferred & Income Fund shares in Q2 2026, an estimated $32.3K.
Nuveen Variable Rate Preferred & Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5317 holding.
LPL Financial first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q2 2025 and has held it in 5 quarters since.
LPL Financial's Nuveen Variable Rate Preferred & Income Fund position peaked at $374K in Q1 2026.
51 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.