MFG
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Merit Financial Group’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Merit Financial Group’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 		$203K Buy
10,791
+91
+0.9% +$1.72K ﹤0.01% 2110
2026
Q1 		$194K Buy
10,700
+165
+2% +$3.18K ﹤0.01% 1941
2025
Q4 		$200K Sell
10,535
-242
-2% -$4.74K ﹤0.01% 1824
2025
Q3 		$215K Buy
10,777
+288
+3% +$5.61K ﹤0.01% 1632
2025
Q2 		$202K Buy
+10,489
New +$195K ﹤0.01% 1558

Other funds holding NPFD

SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's NPFD Position: Q2 2026 in Review

Merit Financial Group increased its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 0.85% in Q2 2026, buying an estimated $1.72K and bringing the position to 10,791 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Merit Financial Group first reported a position in NPFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $215K in Q3 2025. 8 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

  • Merit Financial Group held 10,791 shares of Nuveen Variable Rate Preferred & Income Fund worth $203K as of Q2 2026.
  • Merit Financial Group bought 91 Nuveen Variable Rate Preferred & Income Fund shares in Q2 2026, an estimated $1.72K.
  • Nuveen Variable Rate Preferred & Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2110 holding.
  • Merit Financial Group first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Nuveen Variable Rate Preferred & Income Fund position peaked at $215K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.