AWS
NXN

Atria Wealth Solutions’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Atria Wealth Solutions’s Portfolio NXN Stock Details NXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$227K Hold
19,409
– – 0.01% 1308
2025
Q1 		$230K Buy
+19,409
New +$227K ﹤0.01% 1637

Other funds holding NXN

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's NXN Position: Q2 2025 in Review

Atria Wealth Solutions held its Nuveen New York Tax-Free Income Portfolio (NXN) position steady in Q2 2025 at 19,409 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #1308.

Atria Wealth Solutions first reported a position in NXN in Q1 2025 and has held it in 2 quarters since. The position peaked at $230K in Q1 2025. 19 funds tracked by Wall St. Rank hold NXN as of Q2 2025.

  • Atria Wealth Solutions held 19,409 shares of Nuveen New York Tax-Free Income Portfolio worth $227K as of Q2 2025.
  • Atria Wealth Solutions left its Nuveen New York Tax-Free Income Portfolio share count unchanged in Q2 2025.
  • Nuveen New York Tax-Free Income Portfolio made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1308 holding.
  • Atria Wealth Solutions first reported a position in Nuveen New York Tax-Free Income Portfolio in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's Nuveen New York Tax-Free Income Portfolio position peaked at $230K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.