Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors NPCT — NUVEEN CORE PLUS IMPACT FUND

Ownership history in Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors  ·  7 quarters on record

AI Ownership Summary

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported NUVEEN CORE PLUS IMPACT FUND (NPCT) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows NPCT at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NPCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's position in NUVEEN CORE PLUS IMPACT FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NPCT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors held NPCT — position size vs. price
% of Fund (quarterly)    NPCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 68,731 -535 -0.8% 0.08% $696K 2026-07-09 $9.73
2026 Q1 ADDED — — — 69,266 +8,873 +14.7% 0.09% $706K 2026-05-05 $10.05
2025 Q4 ADDED — — — 60,393 +42,338 +234.5% 0.07% $615K 2026-02-13 $9.91
2025 Q3 ADDED — — — 18,055 +4,360 +31.8% 0.02% $199K 2025-10-24 $9.62
2025 Q2 ADDED — — — 13,695 +754 +5.8% 0.02% $154K 2025-08-04 $9.61
2025 Q1 REDUCED 15.2% +8.5% ❌ 12,941 -2,320 -15.2% 0.02% $139K 2025-04-21 $8.37
2024 Q4 INITIATED — — — 15,261 — — 0.02% $160K 2025-02-07 $8.94

FAQ About Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors and NPCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported owning NPCT?

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported NPCT across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported NPCT position in Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's portfolio?

The largest reported portfolio weight for NPCT was 0.09% in 2026 Q1.

What is the latest reported NPCT position on this page?

The most recent filing on this page is 2026 Q2, when Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported 68,731 shares, equal to 0.08% of portfolio, with an estimated market value of $696K.

What does the chart on this NPCT ownership page compare?

The chart compares Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's quarterly NPCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors time their NPCT position?

Based on 13F filing dates vs. subsequent NPCT price moves, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on NPCT relative to SPY over the holding period was +5575.6%.

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