Root Financial Partners’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Root Financial Partners’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	–	Sell	-196	Closed	-$3.56K	–	2212
2026 Q1	$3.56K	Buy	+196	New	+$3.78K	﹤0.01%	2076

Other funds holding NPFD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Root Financial Partners's NPFD Position: Q2 2026 in Review

Root Financial Partners sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q2 2026, closing a stake of 196 shares — an estimated $3.56K sold.

Root Financial Partners first reported a position in NPFD in Q1 2026 and held it in 1 quarter. The position peaked at $3.56K in Q1 2026. 51 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

Root Financial Partners reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 196 Nuveen Variable Rate Preferred & Income Fund shares in Q2 2026, an estimated $3.56K.
Root Financial Partners first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Nuveen Variable Rate Preferred & Income Fund position peaked at $3.56K in Q1 2026.
51 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.