Steward Partners Investment Advisory’s Nuveen Preferred and Income ETF NPFI Stock Holding History

Steward Partners Investment Advisory’s Portfolio NPFI Stock Details NPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1K	Hold	500	–	–	﹤0.01%	3605
2026 Q1	$12.9K	Buy	500 +300	+150%	+$7.85K	﹤0.01%	3445
2025 Q4	$5.24K	Hold	200	–	–	﹤0.01%	3680
2025 Q3	$5.3K	Hold	200	–	–	﹤0.01%	3641
2025 Q2	$5.21K	Buy	+200	New	+$5.11K	﹤0.01%	3470

Other funds holding NPFI

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Steward Partners Investment Advisory's NPFI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Nuveen Preferred and Income ETF (NPFI) position steady in Q2 2026 at 500 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

Steward Partners Investment Advisory first reported a position in NPFI in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

Steward Partners Investment Advisory held 500 shares of Nuveen Preferred and Income ETF worth $13.1K as of Q2 2026.
Steward Partners Investment Advisory left its Nuveen Preferred and Income ETF share count unchanged in Q2 2026.
Nuveen Preferred and Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3605 holding.
Steward Partners Investment Advisory first reported a position in Nuveen Preferred and Income ETF in Q2 2025 and has held it in 5 quarters since.
21 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.