Annex Advisory Services’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Annex Advisory Services’s Portfolio NXP Stock Details NXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,375	Closed	-$221K	–	333
2025 Q1	$221K	Hold	15,375	–	–	0.01%	279
2024 Q4	$233K	Hold	15,375	–	–	0.01%	276
2024 Q3	$232K	Hold	15,375	–	–	0.01%	259
2024 Q2	$223K	Hold	15,375	–	–	0.01%	257
2024 Q1	$222K	Buy	15,375 +1	+0%	+$15	0.01%	258
2023 Q4	$227K	Hold	15,374	–	–	0.01%	246
2023 Q3	$204K	Sell	15,374 -232	-1%	-$3.3K	0.01%	243
2023 Q2	$225K	Buy	15,606 +232	+2%	+$3.35K	0.01%	232
2023 Q1	$220K	Hold	15,374	–	–	0.01%	222
2022 Q4	$214K	Sell	15,374 -1	-0%	-$13	0.01%	233
2022 Q3	$200K	Buy	+15,375	New	+$214K	0.01%	223
2022 Q2	–	Sell	-15,385	Closed	-$222K	–	267
2022 Q1	$222K	Sell	15,385 -2,907	-16%	-$43.5K	0.02%	231
2021 Q4	$292K	Hold	18,292	–	–	0.02%	194
2021 Q3	$318K	Hold	18,292	–	–	0.03%	166
2021 Q2	$335K	Hold	18,292	–	–	0.03%	172
2021 Q1	$318K	Hold	18,292	–	–	0.03%	159
2020 Q4	$326K	Buy	+18,292	New	+$308K	0.03%	147

Other funds holding NXP

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Annex Advisory Services's NXP Position: Q2 2025 in Review

Annex Advisory Services sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q2 2025, closing a stake of 15,375 shares — an estimated $221K sold.

Annex Advisory Services first reported a position in NXP in Q4 2020 and held it in 17 quarters. The position peaked at $335K in Q2 2021. 98 funds tracked by Wall St. Rank hold NXP as of Q2 2025.

Annex Advisory Services reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q2 2025 after selling out during the quarter.
Annex Advisory Services sold 15,375 Nuveen Select Tax-Free Income Portfolio shares in Q2 2025, an estimated $221K.
Annex Advisory Services first reported a position in Nuveen Select Tax-Free Income Portfolio in Q4 2020 and held it in 17 quarters.
Annex Advisory Services's Nuveen Select Tax-Free Income Portfolio position peaked at $335K in Q2 2021.
98 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q2 2025.

Based on Annex Advisory Services's 13F filing for Q2 2025, filed 11 Jul 2025.