LPL Financial
NPCT icon

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

LPL Financial’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 		$851K Buy
83,520
+7,720
+10% +$79.6K ﹤0.01% 4321
2025
Q4 		$772K Buy
75,800
+11,220
+17% +$119K ﹤0.01% 4331
2025
Q3 		$711K Buy
64,580
+15,928
+33% +$175K ﹤0.01% 4330
2025
Q2 		$545K Sell
48,652
-339,133
-87% -$3.54M ﹤0.01% 4303
2025
Q1 		$4.15M Buy
387,785
+91,089
+31% +$979K ﹤0.01% 2309
2024
Q4 		$3.12M Buy
296,696
+253,174
+582% +$2.85M ﹤0.01% 2471
2024
Q3 		$516K Buy
43,522
+8,589
+25% +$98.3K ﹤0.01% 3970
2024
Q2 		$380K Buy
34,933
+1,915
+6% +$20K ﹤0.01% 4086
2024
Q1 		$342K Buy
33,018
+10,946
+50% +$113K ﹤0.01% 4101
2023
Q4 		$222K Sell
22,072
-6,160
-22% -$58.5K ﹤0.01% 4314
2023
Q3 		$259K Sell
28,232
-3,559
-11% -$34.8K ﹤0.01% 4047
2023
Q2 		$317K Buy
31,791
+5,015
+19% +$50.6K ﹤0.01% 3803
2023
Q1 		$274K Buy
26,776
+8,828
+49% +$96K ﹤0.01% 3812
2022
Q4 		$186K Buy
+17,948
New +$188K ﹤0.01% 4013

Other funds holding NPCT

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
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
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

LPL Financial's NPCT Position: Q1 2026 in Review

LPL Financial increased its Nuveen Core Plus Impact Fund (NPCT) stake by 10% in Q1 2026, buying an estimated $79.6K and bringing the position to 83,520 shares worth $851K. The position accounts for ﹤0.01% of the portfolio, ranked #4321.

LPL Financial first reported a position in NPCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.15M in Q1 2025. 46 funds tracked by Wall St. Rank hold NPCT as of Q1 2026.

  • LPL Financial held 83,520 shares of Nuveen Core Plus Impact Fund worth $851K as of Q1 2026.
  • LPL Financial bought 7,720 Nuveen Core Plus Impact Fund shares in Q1 2026, an estimated $79.6K.
  • Nuveen Core Plus Impact Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4321 holding.
  • LPL Financial first reported a position in Nuveen Core Plus Impact Fund in Q4 2022 and has held it in 14 quarters since.
  • LPL Financial's Nuveen Core Plus Impact Fund position peaked at $4.15M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.