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Waverly Advisors’s Nuveen Preferred and Income ETF NPFI Stock Holding History

Waverly Advisors’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 		– Sell
-3,132
Closed -$80.7K – 1842
2026
Q1 		$80.7K Buy
+3,132
New +$82K ﹤0.01% 1545

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
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
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

Waverly Advisors's NPFI Position: Q2 2026 in Review

Waverly Advisors sold out of Nuveen Preferred and Income ETF (NPFI) in Q2 2026, closing a stake of 3,132 shares — an estimated $80.7K sold.

Waverly Advisors first reported a position in NPFI in Q1 2026 and held it in 1 quarter. The position peaked at $80.7K in Q1 2026. 21 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

  • Waverly Advisors reported no remaining Nuveen Preferred and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 3,132 Nuveen Preferred and Income ETF shares in Q2 2026, an estimated $80.7K.
  • Waverly Advisors first reported a position in Nuveen Preferred and Income ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's Nuveen Preferred and Income ETF position peaked at $80.7K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.