Sage Capital Management’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Sage Capital Management’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	$254K	Hold	13,500	–	–	0.1%	130
2026 Q1	$245K	Hold	13,500	–	–	0.12%	134
2025 Q4	$257K	Hold	13,500	–	–	0.12%	127
2025 Q3	$269K	Buy	13,500 +1,000	+8%	+$19.5K	0.12%	128
2025 Q2	$241K	Hold	12,500	–	–	0.12%	132
2025 Q1	$235K	Buy	+12,500	New	+$236K	0.13%	127

Other funds holding NPFD

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

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

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

Sage Capital Management's NPFD Position: Q2 2026 in Review

Sage Capital Management held its Nuveen Variable Rate Preferred & Income Fund (NPFD) position steady in Q2 2026 at 13,500 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #130.

Sage Capital Management first reported a position in NPFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $269K in Q3 2025. 8 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

Sage Capital Management held 13,500 shares of Nuveen Variable Rate Preferred & Income Fund worth $254K as of Q2 2026.
Sage Capital Management left its Nuveen Variable Rate Preferred & Income Fund share count unchanged in Q2 2026.
Nuveen Variable Rate Preferred & Income Fund made up 0.1% of Sage Capital Management's portfolio in Q2 2026, its #130 holding.
Sage Capital Management first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q1 2025 and has held it in 6 quarters since.
Sage Capital Management's Nuveen Variable Rate Preferred & Income Fund position peaked at $269K in Q3 2025.
8 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.