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

Petra Financial Advisors’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 		– Sell
-10,050
Closed -$102K – 179
2026
Q1 		$102K Buy
+10,050
New +$104K 0.06% 115
2025
Q4 		– Sell
-10,365
Closed -$114K – 146
2025
Q3 		$114K Hold
10,365
– – 0.07% 137
2025
Q2 		$116K Buy
+10,365
New +$108K 0.07% 138

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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 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

Petra Financial Advisors's NPCT Position: Q2 2026 in Review

Petra Financial Advisors sold out of Nuveen Core Plus Impact Fund (NPCT) in Q2 2026, closing a stake of 10,050 shares — an estimated $102K sold.

Petra Financial Advisors first reported a position in NPCT in Q2 2025 and held it in 3 quarters. The position peaked at $116K in Q2 2025. 9 funds tracked by Wall St. Rank hold NPCT as of Q2 2026.

  • Petra Financial Advisors reported no remaining Nuveen Core Plus Impact Fund position as of Q2 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 10,050 Nuveen Core Plus Impact Fund shares in Q2 2026, an estimated $102K.
  • Petra Financial Advisors first reported a position in Nuveen Core Plus Impact Fund in Q2 2025 and held it in 3 quarters.
  • Petra Financial Advisors's Nuveen Core Plus Impact Fund position peaked at $116K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.