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Nuveen Preferred and Income ETF
NPFI
NPFI
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFG
1
Berger Financial Group
Plymouth,
Minnesota
| $13.7M | +$280K | +10,688 | +2% |
|
|
FW
2
FullCircle Wealth
Dallas,
Texas
| $2.09M | +$2.08M | +79,646 | New |
|
|
CF
3
Concorde Financial
Dallas,
Texas
| $1.92M | +$1.9M | +72,481 | New |
|
|
IWC
4
Integrated Wealth Concepts
Waltham,
Massachusetts
| $1.64M | +$1.62M | +61,824 | New |
|
|
KF
5
Krilogy Financial
St. Louis,
Missouri
| $1.08M | +$1.08M | +41,200 | New |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $995K | +$911K | +34,821 | +1,274% |
|
|
CWM
7
Centurion Wealth Management
Mclean,
Virginia
| $978K | -$193K | -7,363 | -17% |
|
8
Jane Street
New York
| $627K | +$412K | +15,754 | +199% |
|
9
Bank of America
Charlotte,
North Carolina
| $109K | +$107K | +4,100 | New |
|
|
SPIA
10
Steward Partners Investment Advisory
New York
| $5.3K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| – | -$27.7K | -1,064 | Closed |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$26K | -1,000 | Closed |
|