B. Riley Wealth Management’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$135	Buy	11,500 +600	+6%	+$7.74K	﹤0.01%	692
2022 Q1	$164K	Sell	10,900 -8,100	-43%	-$129K	0.01%	571
2021 Q4	$348K	Hold	19,000	–	–	0.02%	432
2021 Q3	$371K	Sell	19,000 -3,000	-14%	-$58.8K	0.03%	402
2021 Q2	$427K	Buy	+22,000	New	+$429K	0.05%	261

Other funds holding NPCT

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

B. Riley Wealth Management's NPCT Position: Q2 2022 in Review

B. Riley Wealth Management increased its Nuveen Core Plus Impact Fund (NPCT) stake by 5.5% in Q2 2022, buying an estimated $7.74K and bringing the position to 11,500 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #692.

B. Riley Wealth Management first reported a position in NPCT in Q2 2021 and has held it in 5 quarters since. The position peaked at $427K in Q2 2021. 36 funds tracked by Wall St. Rank hold NPCT as of Q2 2022.

B. Riley Wealth Management held 11,500 shares of Nuveen Core Plus Impact Fund worth $135 as of Q2 2022.
B. Riley Wealth Management bought 600 Nuveen Core Plus Impact Fund shares in Q2 2022, an estimated $7.74K.
Nuveen Core Plus Impact Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #692 holding.
B. Riley Wealth Management first reported a position in Nuveen Core Plus Impact Fund in Q2 2021 and has held it in 5 quarters since.
B. Riley Wealth Management's Nuveen Core Plus Impact Fund position peaked at $427K in Q2 2021.
36 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.