Seed Wealth Management’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Seed Wealth 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	$321K	Hold	17,030	–	–	0.2%	71
2026 Q1	$309K	Sell	17,030 -4,520	-21%	-$87.1K	0.21%	72
2025 Q4	$410K	Sell	21,550 -1,000	-4%	-$19.6K	0.28%	57
2025 Q3	$450K	Sell	22,550 -800	-3%	-$15.6K	0.31%	58
2025 Q2	$450K	Sell	23,350 -3,369	-13%	-$62.8K	0.34%	75
2025 Q1	$502K	Sell	26,719 -34,881	-57%	-$659K	0.41%	61
2024 Q4	$1.12M	Sell	61,600 -500	-0.8%	-$9.47K	0.91%	30
2024 Q3	$1.18M	Hold	62,100	–	–	0.94%	28
2024 Q2	$1.14M	Buy	62,100 +2,500	+4%	+$43.9K	0.99%	26
2024 Q1	$1.06M	Sell	59,600 -5,000	-8%	-$86.2K	1.01%	28
2023 Q4	$1.06M	Buy	64,600 +24,000	+59%	+$375K	1.07%	26
2023 Q3	$636K	Hold	40,600	–	–	0.72%	37
2023 Q2	$628K	Buy	+40,600	New	+$624K	0.67%	39

Other funds holding NPFD

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

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

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

Seed Wealth Management's NPFD Position: Q2 2026 in Review

Seed Wealth Management held its Nuveen Variable Rate Preferred & Income Fund (NPFD) position steady in Q2 2026 at 17,030 shares worth $321K. The position accounts for 0.2% of the portfolio, ranked #71.

Seed Wealth Management first reported a position in NPFD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.18M in Q3 2024. 16 funds tracked by Wall St. Rank hold NPFD as of Q2 2026.

Seed Wealth Management held 17,030 shares of Nuveen Variable Rate Preferred & Income Fund worth $321K as of Q2 2026.
Seed Wealth Management left its Nuveen Variable Rate Preferred & Income Fund share count unchanged in Q2 2026.
Nuveen Variable Rate Preferred & Income Fund made up 0.2% of Seed Wealth Management's portfolio in Q2 2026, its #71 holding.
Seed Wealth Management first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q2 2023 and has held it in 13 quarters since.
Seed Wealth Management's Nuveen Variable Rate Preferred & Income Fund position peaked at $1.18M in Q3 2024.
16 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.