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 Q3	$230K	Sell	13,300 -3,730	-22%	-$68.5K	0.14%	75
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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

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

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Seed Wealth Management's NPFD Position: Q3 2026 in Review

Seed Wealth Management reduced its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 22% in Q3 2026, selling an estimated $68.5K and leaving 13,300 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #75.

Seed Wealth Management first reported a position in NPFD in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.18M in Q3 2024. 20 funds tracked by Wall St. Rank hold NPFD as of Q3 2026.

Seed Wealth Management held 13,300 shares of Nuveen Variable Rate Preferred & Income Fund worth $230K as of Q3 2026.
Seed Wealth Management sold 3,730 Nuveen Variable Rate Preferred & Income Fund shares in Q3 2026, an estimated $68.5K.
Nuveen Variable Rate Preferred & Income Fund made up 0.14% of Seed Wealth Management's portfolio in Q3 2026, its #75 holding.
Seed Wealth Management first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q2 2023 and has held it in 14 quarters since.
Seed Wealth Management's Nuveen Variable Rate Preferred & Income Fund position peaked at $1.18M in Q3 2024.
20 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q3 2026.

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