Allworth Financial’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Allworth Financial’s Portfolio NXC Stock Details NXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,000	Closed	-$12.6K	–	4652
2025 Q1	$12.6K	Hold	1,000	–	–	﹤0.01%	2325
2024 Q4	$13.1K	Hold	1,000	–	–	﹤0.01%	2329
2024 Q3	$14.1K	Hold	1,000	–	–	﹤0.01%	2108
2024 Q2	$13.2K	Hold	1,000	–	–	﹤0.01%	2108
2024 Q1	$13.4K	Hold	1,000	–	–	﹤0.01%	1981
2023 Q4	$12.8K	Hold	1,000	–	–	﹤0.01%	1884
2023 Q3	$12.2K	Hold	1,000	–	–	﹤0.01%	1773
2023 Q2	$13K	Hold	1,000	–	–	﹤0.01%	1774
2023 Q1	$13.5K	Hold	1,000	–	–	﹤0.01%	1678
2022 Q4	$14.3K	Hold	1,000	–	–	﹤0.01%	1542
2022 Q3	$13K	Hold	1,000	–	–	﹤0.01%	1499
2022 Q2	$14K	Sell	1,000 -2,000	-67%	-$27.6K	﹤0.01%	1409
2022 Q1	$43K	Buy	+3,000	New	+$46.6K	﹤0.01%	950

Other funds holding NXC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Allworth Financial's NXC Position: Q2 2025 in Review

Allworth Financial sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q2 2025, closing a stake of 1,000 shares — an estimated $12.6K sold.

Allworth Financial first reported a position in NXC in Q1 2022 and held it in 13 quarters. The position peaked at $43K in Q1 2022. 22 funds tracked by Wall St. Rank hold NXC as of Q2 2025.

Allworth Financial reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q2 2025 after selling out during the quarter.
Allworth Financial sold 1,000 Nuveen CA Select Tax-Free Income Portfolio shares in Q2 2025, an estimated $12.6K.
Allworth Financial first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2022 and held it in 13 quarters.
Allworth Financial's Nuveen CA Select Tax-Free Income Portfolio position peaked at $43K in Q1 2022.
22 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.