PWPS
NPCT icon

Pinnacle Wealth Planning Services’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$33.5K Sell
3,291
-265
-7% -$2.73K ﹤0.01% 1427
2025
Q4 		$36.2K Buy
+3,556
New +$37.6K ﹤0.01% 1407

Other funds holding NPCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Pinnacle Wealth Planning Services's NPCT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen Core Plus Impact Fund (NPCT) stake by 7.5% in Q1 2026, selling an estimated $2.73K and leaving 3,291 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Pinnacle Wealth Planning Services first reported a position in NPCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $36.2K in Q4 2025. 46 funds tracked by Wall St. Rank hold NPCT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,291 shares of Nuveen Core Plus Impact Fund worth $33.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 265 Nuveen Core Plus Impact Fund shares in Q1 2026, an estimated $2.73K.
  • Nuveen Core Plus Impact Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1427 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Core Plus Impact Fund in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen Core Plus Impact Fund position peaked at $36.2K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.