Raymond James Financial’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Raymond James Financial’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	$344K	Buy	37,495 +8,993	+32%	+$87.4K	﹤0.01%	4793
2026 Q2	$289K	Buy	28,502 +4,967	+21%	+$50.6K	﹤0.01%	4843
2026 Q1	$240K	Buy	23,535 +2,044	+10%	+$21.1K	﹤0.01%	4788
2025 Q4	$219K	Sell	21,491 -1,086	-5%	-$11.5K	﹤0.01%	4746
2025 Q3	$249K	Sell	22,577 -5,720	-20%	-$62.7K	﹤0.01%	4512
2025 Q2	$317K	Buy	28,297 +885	+3%	+$9.23K	﹤0.01%	4261
2025 Q1	$293K	Buy	27,412 +3,127	+13%	+$33.6K	﹤0.01%	4232
2024 Q4	$255K	Buy	+24,285	New	+$273K	﹤0.01%	4276

Other funds holding NPCT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Bay Colony Advisors Concord, Massachusetts $898M AUM 24.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial's NPCT Position: Q3 2026 in Review

Raymond James Financial increased its Nuveen Core Plus Impact Fund (NPCT) stake by 32% in Q3 2026, buying an estimated $87.4K and bringing the position to 37,495 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #4793.

Raymond James Financial first reported a position in NPCT in Q4 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold NPCT as of Q3 2026.

Raymond James Financial held 37,495 shares of Nuveen Core Plus Impact Fund worth $344K as of Q3 2026.
Raymond James Financial bought 8,993 Nuveen Core Plus Impact Fund shares in Q3 2026, an estimated $87.4K.
Nuveen Core Plus Impact Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #4793 holding.
Raymond James Financial first reported a position in Nuveen Core Plus Impact Fund in Q4 2024 and has held it in 8 quarters since.
43 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.