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 Q1	$3.56K	Buy	+196	New	+$3.78K	﹤0.01%	2076

Other funds holding NPFD

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Root Financial Partners's NPFD Position: Q1 2026 in Review

Root Financial Partners opened a new position in Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q1 2026: 196 shares worth $3.56K. The stake represents ﹤0.01% of the portfolio and ranks #2076 among its holdings.

56 funds tracked by Wall St. Rank hold NPFD as of Q1 2026.

Root Financial Partners held 196 shares of Nuveen Variable Rate Preferred & Income Fund worth $3.56K as of Q1 2026.
Nuveen Variable Rate Preferred & Income Fund was a new Root Financial Partners position in Q1 2026.
Nuveen Variable Rate Preferred & Income Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2076 holding.
56 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.