Blue Bell Private Wealth Management’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Blue Bell Private 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
2026 Q1	$46.7K	Sell	4,582 -8,856	-66%	-$91.3K	0.01%	418
2025 Q4	$137K	Hold	13,438	–	–	0.02%	294
2025 Q3	$148K	Sell	13,438 -6,200	-32%	-$68K	0.02%	281
2025 Q2	$220K	Sell	19,638 -2,876	-13%	-$30K	0.04%	225
2025 Q1	$241K	Sell	22,514 -1,400	-6%	-$15K	0.05%	196
2024 Q4	$251K	Sell	23,914 -19,637	-45%	-$221K	0.05%	188
2024 Q3	$516K	Sell	43,551 -18,636	-30%	-$213K	0.1%	125
2024 Q2	$677K	Buy	62,187 +4,750	+8%	+$49.7K	0.14%	91
2024 Q1	$594K	Buy	57,437 +49,237	+600%	+$508K	0.13%	99
2023 Q4	$82.7K	Buy	+8,200	New	+$77.8K	0.02%	254

Other funds holding NPCT

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

PCM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Blue Bell Private Wealth Management's NPCT Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Nuveen Core Plus Impact Fund (NPCT) stake by 66% in Q1 2026, selling an estimated $91.3K and leaving 4,582 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #418.

Blue Bell Private Wealth Management first reported a position in NPCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $677K in Q2 2024. 46 funds tracked by Wall St. Rank hold NPCT as of Q1 2026.

Blue Bell Private Wealth Management held 4,582 shares of Nuveen Core Plus Impact Fund worth $46.7K as of Q1 2026.
Blue Bell Private Wealth Management sold 8,856 Nuveen Core Plus Impact Fund shares in Q1 2026, an estimated $91.3K.
Nuveen Core Plus Impact Fund made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #418 holding.
Blue Bell Private Wealth Management first reported a position in Nuveen Core Plus Impact Fund in Q4 2023 and has held it in 10 quarters since.
Blue Bell Private Wealth Management's Nuveen Core Plus Impact Fund position peaked at $677K in Q2 2024.
46 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.