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Prevail Innovative Wealth Advisors’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Prevail Innovative Wealth 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
2025
Q4 		– Sell
-72,606
Closed -$799K – 220
2025
Q3 		$799K Buy
72,606
+59,259
+444% +$650K 0.16% 154
2025
Q2 		$150K Sell
13,347
-35,475
-73% -$370K 0.03% 190
2025
Q1 		$522K Buy
48,822
+33,975
+229% +$365K 0.14% 144
2024
Q4 		$156K Buy
+14,847
New +$167K 0.05% 159

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prevail Innovative Wealth Advisors's NPCT Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Nuveen Core Plus Impact Fund (NPCT) in Q4 2025, closing a stake of 72,606 shares — an estimated $799K sold.

Prevail Innovative Wealth Advisors first reported a position in NPCT in Q4 2024 and held it in 4 quarters. The position peaked at $799K in Q3 2025. 47 funds tracked by Wall St. Rank hold NPCT as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Nuveen Core Plus Impact Fund position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 72,606 Nuveen Core Plus Impact Fund shares in Q4 2025, an estimated $799K.
  • Prevail Innovative Wealth Advisors first reported a position in Nuveen Core Plus Impact Fund in Q4 2024 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's Nuveen Core Plus Impact Fund position peaked at $799K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.