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 Q3	–	Sell	-10,267	Closed	-$104K	–	415
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

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Onyx Bridge Wealth Group's NPCT Position: Q3 2026 in Review

Onyx Bridge Wealth Group sold out of Nuveen Core Plus Impact Fund (NPCT) in Q3 2026, closing a stake of 10,267 shares — an estimated $104K sold.

Onyx Bridge Wealth Group first reported a position in NPCT in Q3 2021 and held it in 20 quarters. The position peaked at $466K in Q4 2021. 19 funds tracked by Wall St. Rank hold NPCT as of Q3 2026.

Onyx Bridge Wealth Group reported no remaining Nuveen Core Plus Impact Fund position as of Q3 2026 after selling out during the quarter.
Onyx Bridge Wealth Group sold 10,267 Nuveen Core Plus Impact Fund shares in Q3 2026, an estimated $104K.
Onyx Bridge Wealth Group first reported a position in Nuveen Core Plus Impact Fund in Q3 2021 and held it in 20 quarters.
Onyx Bridge Wealth Group's Nuveen Core Plus Impact Fund position peaked at $466K in Q4 2021.
19 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.