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Onyx Bridge Wealth Group’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Onyx Bridge Wealth 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
2026
Q2 		$104K Hold
10,267
– – 0.01% 375
2026
Q1 		$105K Hold
10,267
– – 0.01% 361
2025
Q4 		$105K Hold
10,267
– – 0.01% 352
2025
Q3 		$113K Hold
10,267
– – 0.01% 353
2025
Q2 		$115K Sell
10,267
-2,500
-20% -$26.1K 0.02% 301
2025
Q1 		$136K Sell
12,767
-7,438
-37% -$79.9K 0.02% 276
2024
Q4 		$212K Sell
20,205
-5,400
-21% -$60.7K 0.03% 250
2024
Q3 		$303K Hold
25,605
– – 0.05% 211
2024
Q2 		$279K Hold
25,605
– – 0.05% 208
2024
Q1 		$257K Hold
25,605
– – 0.05% 208
2023
Q4 		$258K Hold
25,605
– – 0.05% 206
2023
Q3 		$235K Hold
25,605
– – 0.05% 196
2023
Q2 		$255K Hold
25,605
– – 0.06% 188
2023
Q1 		$262K Hold
25,605
– – 0.1% 141
2022
Q4 		$279K Hold
25,605
– – 0.11% 129
2022
Q3 		$261K Hold
25,605
– – 0.12% 121
2022
Q2 		$311K Hold
25,605
– – 0.14% 99
2022
Q1 		$343K Hold
25,605
– – 0.13% 86
2021
Q4 		$466K Buy
25,605
+12,838
+101% +$237K 0.16% 82
2021
Q3 		$237K Buy
+12,767
New +$250K 0.09% 127

Other funds holding NPCT

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Onyx Bridge Wealth Group's NPCT Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its Nuveen Core Plus Impact Fund (NPCT) position steady in Q2 2026 at 10,267 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #375.

Onyx Bridge Wealth Group first reported a position in NPCT in Q3 2021 and has held it in 20 quarters since. The position peaked at $466K in Q4 2021. 9 funds tracked by Wall St. Rank hold NPCT as of Q2 2026.

  • Onyx Bridge Wealth Group held 10,267 shares of Nuveen Core Plus Impact Fund worth $104K as of Q2 2026.
  • Onyx Bridge Wealth Group left its Nuveen Core Plus Impact Fund share count unchanged in Q2 2026.
  • Nuveen Core Plus Impact Fund made up 0.01% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #375 holding.
  • Onyx Bridge Wealth Group first reported a position in Nuveen Core Plus Impact Fund in Q3 2021 and has held it in 20 quarters since.
  • Onyx Bridge Wealth Group's Nuveen Core Plus Impact Fund position peaked at $466K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.