Root Financial Partners’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Root Financial Partners’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	$31.5K	Buy	+3,434	New	+$33.4K	﹤0.01%	1316

Other funds holding NPCT

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners's NPCT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nuveen Core Plus Impact Fund (NPCT) in Q3 2026: 3,434 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings.

6 funds tracked by Wall St. Rank hold NPCT as of Q3 2026.

Root Financial Partners held 3,434 shares of Nuveen Core Plus Impact Fund worth $31.5K as of Q3 2026.
Nuveen Core Plus Impact Fund was a new Root Financial Partners position in Q3 2026.
Nuveen Core Plus Impact Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1316 holding.
6 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.