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Richardson Financial Services’s Nuveen Preferred and Income ETF NPFI Stock Holding History

Richardson Financial Services’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 		$4.5K Hold
172
– – ﹤0.01% 510
2026
Q1 		$4.43K Hold
172
– – ﹤0.01% 525
2025
Q4 		$10.9K Buy
+172
New +$4.53K ﹤0.01% 479

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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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

Richardson Financial Services's NPFI Position: Q2 2026 in Review

Richardson Financial Services held its Nuveen Preferred and Income ETF (NPFI) position steady in Q2 2026 at 172 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Richardson Financial Services first reported a position in NPFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.9K in Q4 2025. 21 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

  • Richardson Financial Services held 172 shares of Nuveen Preferred and Income ETF worth $4.5K as of Q2 2026.
  • Richardson Financial Services left its Nuveen Preferred and Income ETF share count unchanged in Q2 2026.
  • Nuveen Preferred and Income ETF made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #510 holding.
  • Richardson Financial Services first reported a position in Nuveen Preferred and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Richardson Financial Services's Nuveen Preferred and Income ETF position peaked at $10.9K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.