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Ritter Daniher Financial Advisory’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Ritter Daniher Financial Advisory’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 		$61.5K Sell
3,269
-1,498
-31% -$28.3K 0.01% 262
2026
Q1 		$86.5K Sell
4,767
-4,580
-49% -$88.3K 0.01% 229
2025
Q4 		$178K Buy
+9,347
New +$183K 0.03% 176

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Ritter Daniher Financial Advisory's NPFD Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 31% in Q2 2026, selling an estimated $28.3K and leaving 3,269 shares worth $61.5K. The position accounts for 0.01% of the portfolio, ranked #262.

Ritter Daniher Financial Advisory first reported a position in NPFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $178K in Q4 2025. 8 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

  • Ritter Daniher Financial Advisory held 3,269 shares of Nuveen Variable Rate Preferred & Income Fund worth $61.5K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 1,498 Nuveen Variable Rate Preferred & Income Fund shares in Q2 2026, an estimated $28.3K.
  • Nuveen Variable Rate Preferred & Income Fund made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #262 holding.
  • Ritter Daniher Financial Advisory first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's Nuveen Variable Rate Preferred & Income Fund position peaked at $178K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.