AIP
NXC

Almanack Investment Partners’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Almanack Investment Partners’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
-10,000
Closed -$132K – 219
2025
Q1 		$132K Buy
+10,000
New +$131K 0.03% 149

Other funds holding NXC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Almanack Investment Partners's NXC Position: Q2 2025 in Review

Almanack Investment Partners sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q2 2025, closing a stake of 10,000 shares — an estimated $132K sold.

Almanack Investment Partners first reported a position in NXC in Q1 2025 and held it in 1 quarter. The position peaked at $132K in Q1 2025. 22 funds tracked by Wall St. Rank hold NXC as of Q2 2025.

  • Almanack Investment Partners reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q2 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 10,000 Nuveen CA Select Tax-Free Income Portfolio shares in Q2 2025, an estimated $132K.
  • Almanack Investment Partners first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2025 and held it in 1 quarter.
  • Almanack Investment Partners's Nuveen CA Select Tax-Free Income Portfolio position peaked at $132K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q2 2025.

Based on Almanack Investment Partners's 13F filing for Q2 2025, filed 25 Jul 2025.