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Atria Wealth Solutions’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Atria Wealth Solutions’s Portfolio NPCT Stock Details NPCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$226K Sell
19,975
-900
-4% -$9.38K 0.01% 1311
2025
Q1 		$226K Buy
+20,875
New +$224K ﹤0.01% 1656
2024
Q1 		– Sell
-31,800
Closed -$321K – 2028
2023
Q4 		$321K Buy
+31,800
New +$302K ﹤0.01% 1451

Other funds holding NPCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Atria Wealth Solutions's NPCT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Nuveen Core Plus Impact Fund (NPCT) stake by 4.3% in Q2 2025, selling an estimated $9.38K and leaving 19,975 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1311.

Atria Wealth Solutions first reported a position in NPCT in Q4 2023 and has held it in 3 quarters since. The position peaked at $321K in Q4 2023. 40 funds tracked by Wall St. Rank hold NPCT as of Q2 2025.

  • Atria Wealth Solutions held 19,975 shares of Nuveen Core Plus Impact Fund worth $226K as of Q2 2025.
  • Atria Wealth Solutions sold 900 Nuveen Core Plus Impact Fund shares in Q2 2025, an estimated $9.38K.
  • Nuveen Core Plus Impact Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1311 holding.
  • Atria Wealth Solutions first reported a position in Nuveen Core Plus Impact Fund in Q4 2023 and has held it in 3 quarters since.
  • Atria Wealth Solutions's Nuveen Core Plus Impact Fund position peaked at $321K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.