Nuveen Preferred and Income ETF offers institutional preferred exposure with active management, global diversification, and a high investment-grade allocation. NPFI's portfolio is roughly 81% investment grade, with significant exposure to global systemically important banks and a unique 51.5% non-US issuer mix. Risk-adjusted returns have outperformed peers: 2025 return of +9.21%, Sharpe ratio of 2.17, and annualized volatility around 3.3%.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Michael Stulic Astoria Portfolio Advisors LLC | 67,557 | $1.74M | $1.76M | $14,862.54 | 0.85% |
| JG Jill Grimes Centurion Wealth Management LLC | 9,598 | $245,372.63 | $249,835.94 | $4,463.31 | 1.82% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 79,646 | $2.09M | $2.07M | -$20,310.16 | -0.97% |
| NASDAQ (NMS) Exchange | US Country |
The fund operates as an actively managed exchange-traded fund (ETF) that aims to achieve its investment objective by primarily focusing on preferred securities and other income-generating securities. By dedicating at least 80% of its net assets, in addition to any borrowings for investment purposes, towards preferred and other income-producing securities, the fund seeks to offer investors an opportunity for income generation through a diversified portfolio. This strategy underscores the fund's commitment to maximizing income for its investors while actively managing the risk associated with investments in these types of securities.
As a cornerstone of its investment strategy, the fund invests in preferred securities. Preferred securities are a type of investment that generally offers higher yields than traditional common stocks and could also have priority over common stocks in terms of dividend payments. This emphasis on preferred securities is designed to provide a steady income stream to investors, making it an attractive option for income-focused portfolios.
Beyond preferred securities, the fund also allocates investments to a broader category of income-producing securities. This may include bonds, dividend-paying stocks, real estate investment trusts (REITs), and other financial instruments that offer regular income. By diversifying its portfolio across various types of income-generating assets, the fund aims to reduce risk and capitalize on different income opportunities presented by the market.