Cassaday & Co Wealth Management’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Cassaday & Co 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 Q3	$22.2K	Buy	+2,415	New	+$23.5K	﹤0.01%	802

Other funds holding NPCT

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Cassaday & Co Wealth Management's NPCT Position: Q3 2026 in Review

Cassaday & Co Wealth Management opened a new position in Nuveen Core Plus Impact Fund (NPCT) in Q3 2026: 2,415 shares worth $22.2K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings.

18 funds tracked by Wall St. Rank hold NPCT as of Q3 2026.

Cassaday & Co Wealth Management held 2,415 shares of Nuveen Core Plus Impact Fund worth $22.2K as of Q3 2026.
Nuveen Core Plus Impact Fund was a new Cassaday & Co Wealth Management position in Q3 2026.
Nuveen Core Plus Impact Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #802 holding.
18 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.