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 Q3	$234K	Hold	13,500	–	–	0.09%	146
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

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return

Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sage Capital Management's NPFD Position: Q3 2026 in Review

Sage Capital Management held its Nuveen Variable Rate Preferred & Income Fund (NPFD) position steady in Q3 2026 at 13,500 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #146.

Sage Capital Management first reported a position in NPFD in Q1 2025 and has held it in 7 quarters since. The position peaked at $269K in Q3 2025. 12 funds tracked by Wall St. Rank hold NPFD as of Q3 2026.

Sage Capital Management held 13,500 shares of Nuveen Variable Rate Preferred & Income Fund worth $234K as of Q3 2026.
Sage Capital Management left its Nuveen Variable Rate Preferred & Income Fund share count unchanged in Q3 2026.
Nuveen Variable Rate Preferred & Income Fund made up 0.09% of Sage Capital Management's portfolio in Q3 2026, its #146 holding.
Sage Capital Management first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q1 2025 and has held it in 7 quarters since.
Sage Capital Management's Nuveen Variable Rate Preferred & Income Fund position peaked at $269K in Q3 2025.
12 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q3 2026.

Based on Sage Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.