IFG
NPCT icon

Independent Financial Group’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Independent Financial Group’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
2023
Q2 		– Sell
-16,833
Closed -$172K – 909
2023
Q1 		$172K Buy
+16,833
New +$183K 0.01% 779

Other funds holding NPCT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Financial Group's NPCT Position: Q2 2023 in Review

Independent Financial Group sold out of Nuveen Core Plus Impact Fund (NPCT) in Q2 2023, closing a stake of 16,833 shares — an estimated $172K sold.

Independent Financial Group first reported a position in NPCT in Q1 2023 and held it in 1 quarter. The position peaked at $172K in Q1 2023. 44 funds tracked by Wall St. Rank hold NPCT as of Q2 2023.

  • Independent Financial Group reported no remaining Nuveen Core Plus Impact Fund position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 16,833 Nuveen Core Plus Impact Fund shares in Q2 2023, an estimated $172K.
  • Independent Financial Group first reported a position in Nuveen Core Plus Impact Fund in Q1 2023 and held it in 1 quarter.
  • Independent Financial Group's Nuveen Core Plus Impact Fund position peaked at $172K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.