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Evolve Private Wealth’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Evolve Private Wealth’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
Q2 		$370K Sell
36,196
-3,079
-8% -$31.4K 0.02% 629
2026
Q1 		$400K Sell
39,275
-472
-1% -$4.86K 0.02% 674
2025
Q4 		$405K Buy
+39,747
New +$420K 0.02% 616

Other funds holding NPCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Evolve Private Wealth's NPCT Position: Q2 2026 in Review

Evolve Private Wealth reduced its Nuveen Core Plus Impact Fund (NPCT) stake by 7.8% in Q2 2026, selling an estimated $31.4K and leaving 36,196 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #629.

Evolve Private Wealth first reported a position in NPCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $405K in Q4 2025. 48 funds tracked by Wall St. Rank hold NPCT as of Q2 2026.

  • Evolve Private Wealth held 36,196 shares of Nuveen Core Plus Impact Fund worth $370K as of Q2 2026.
  • Evolve Private Wealth sold 3,079 Nuveen Core Plus Impact Fund shares in Q2 2026, an estimated $31.4K.
  • Nuveen Core Plus Impact Fund made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #629 holding.
  • Evolve Private Wealth first reported a position in Nuveen Core Plus Impact Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Nuveen Core Plus Impact Fund position peaked at $405K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.