MW
NPFI icon

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

MBL Wealth’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 		$2.19M Buy
83,617
+70,617
+543% +$1.84M 0.15% 85
2026
Q1 		$335K Buy
+13,000
New +$340K 0.03% 244

Other funds holding NPFI

BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 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
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 22.96% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
BWM
Buckley Wealth Management Las Vegas, Nevada $404M AUM 34.93% 1-Year Est. Return

MBL Wealth's NPFI Position: Q2 2026 in Review

MBL Wealth increased its Nuveen Preferred and Income ETF (NPFI) stake by 543% in Q2 2026, buying an estimated $1.84M and bringing the position to 83,617 shares worth $2.19M. The position accounts for 0.15% of the portfolio, ranked #85.

MBL Wealth first reported a position in NPFI in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

  • MBL Wealth held 83,617 shares of Nuveen Preferred and Income ETF worth $2.19M as of Q2 2026.
  • MBL Wealth bought 70,617 Nuveen Preferred and Income ETF shares in Q2 2026, an estimated $1.84M.
  • Nuveen Preferred and Income ETF made up 0.15% of MBL Wealth's portfolio in Q2 2026, its #85 holding.
  • MBL Wealth first reported a position in Nuveen Preferred and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.