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Pinnacle Wealth Planning Services’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Pinnacle Wealth Planning Services’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 		$58.6K Sell
3,112
-2
-0.1% -$38 0.01% 1161
2026
Q1 		$56.5K Buy
3,114
+203
+7% +$3.91K 0.01% 1131
2025
Q4 		$55.4K Buy
+2,911
New +$57K 0.01% 1127

Other funds holding NPFD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's NPFD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 0.06% in Q2 2026, selling an estimated $38 and leaving 3,112 shares worth $58.6K. The position accounts for 0.01% of the portfolio, ranked #1161.

Pinnacle Wealth Planning Services first reported a position in NPFD in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,112 shares of Nuveen Variable Rate Preferred & Income Fund worth $58.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2 Nuveen Variable Rate Preferred & Income Fund shares in Q2 2026, an estimated $38.
  • Nuveen Variable Rate Preferred & Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1161 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.