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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

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

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. 47 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.
  • 47 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.