Carson Wealth (CWM LLC)’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Carson Wealth (CWM LLC)’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	$4.31K	Sell	423 -25	-6%	-$258	﹤0.01%	5075
2025 Q4	$5K	Buy	448 +26	+6%	+$275	﹤0.01%	4833
2025 Q3	$5K	Hold	422	–	–	﹤0.01%	4743
2025 Q2	$5K	Hold	422	–	–	﹤0.01%	4631
2025 Q1	$5K	Hold	422	–	–	﹤0.01%	4470
2024 Q4	$4K	Hold	422	–	–	﹤0.01%	4339
2024 Q3	$5K	Buy	+422	New	+$4.83K	﹤0.01%	4121

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

Carson Wealth (CWM LLC)'s NPCT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Nuveen Core Plus Impact Fund (NPCT) stake by 5.6% in Q1 2026, selling an estimated $258 and leaving 423 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #5075.

Carson Wealth (CWM LLC) first reported a position in NPCT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5K in Q4 2025. 46 funds tracked by Wall St. Rank hold NPCT as of Q1 2026.

Carson Wealth (CWM LLC) held 423 shares of Nuveen Core Plus Impact Fund worth $4.31K as of Q1 2026.
Carson Wealth (CWM LLC) sold 25 Nuveen Core Plus Impact Fund shares in Q1 2026, an estimated $258.
Nuveen Core Plus Impact Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5075 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen Core Plus Impact Fund in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Nuveen Core Plus Impact Fund position peaked at $5K in Q4 2025.
46 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.