Advertisement
Screener

MBL Wealth, LLC Last Quarter Change: USA Preferred Shares, New

MBL Wealth, LLC quarter change: USA Preferred Shares, New

In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MBL Wealth, LLC opened 1 positions, added to 0, reduced 1, sold out of 1 and left 0 unchanged. The largest increase in value was NPFI (+$2,186,493); the largest decrease was NPFI (-$334,970).

  • NPFI: Country of operation —; Class NUVE PFD INC ETF; Shares 2026-03-31 0; Shares 2026-06-30 83,617.

Two Form 13F-HR filings compared (SEC CIK 1845785): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
NPFI
NUSHARES ETF TR
NUVE PFD INC ETF083,617+83,617$0$2,186,493+$2,186,493

Similar Firms

Firm NameCountry13F ValueHoldings
China Universal Asset Management Co., Ltd.China$1.321B502
Casdin Capital, LLCUnited States$1.321B40
Ascentis Independent AdvisorsUnited States$1.322B5,735
Triodos Investment Management BVNetherlands$1.322B49
M.D. Sass, LLCUnited States$1.319B36
Hilton Capital Management, LLCUnited States$1.324B129
LEVIN CAPITAL STRATEGIES, L.P.United States$1.319B232
Wealthquest CorpUnited States$1.324B148
TITLEIST ASSET MANAGEMENT, LLCUnited States$1.324B396
Turtle Creek Wealth Advisors, LLCUnited States$1.324B480