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Mark Sheptoff Financial Planning’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Mark Sheptoff Financial Planning’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 		$5.07K Hold
500
– – ﹤0.01% 445
2026
Q1 		$5.26K Buy
+500
New +$5.15K ﹤0.01% 436

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

Mark Sheptoff Financial Planning's NPCT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Nuveen Core Plus Impact Fund (NPCT) position steady in Q2 2026 at 500 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Mark Sheptoff Financial Planning first reported a position in NPCT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.26K in Q1 2026. 48 funds tracked by Wall St. Rank hold NPCT as of Q2 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Nuveen Core Plus Impact Fund worth $5.07K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Nuveen Core Plus Impact Fund share count unchanged in Q2 2026.
  • Nuveen Core Plus Impact Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #445 holding.
  • Mark Sheptoff Financial Planning first reported a position in Nuveen Core Plus Impact Fund in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's Nuveen Core Plus Impact Fund position peaked at $5.26K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.