B. Riley Wealth Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$363	Hold	26,626	–	–	﹤0.01%	488
2022 Q1	$378K	Hold	26,626	–	–	0.03%	391
2021 Q4	$440K	Hold	26,626	–	–	0.03%	383
2021 Q3	$420K	Hold	26,626	–	–	0.03%	377
2021 Q2	$449K	Hold	26,626	–	–	0.05%	251
2021 Q1	$434K	Buy	26,626 +6,062	+29%	+$97.5K	0.05%	240
2020 Q4	$332K	Sell	20,564 -7,436	-27%	-$119K	0.04%	257
2020 Q3	$448K	Hold	28,000	–	–	0.05%	241
2020 Q2	$459K	Hold	28,000	–	–	0.05%	233
2020 Q1	$406K	Hold	28,000	–	–	0.04%	299
2019 Q4	$465K	Hold	28,000	–	–	0.07%	219
2019 Q3	$440K	Hold	28,000	–	–	0.08%	218
2019 Q2	$414	Hold	28,000	–	–	0.06%	234
2019 Q1	$395K	Hold	28,000	–	–	0.07%	244
2018 Q4	$373K	Hold	28,000	–	–	0.08%	214
2018 Q3	$392K	Buy	+28,000	New	+$390K	0.1%	179

Other funds holding NXC

AAM

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

B. Riley Wealth Management's NXC Position: Q2 2022 in Review

B. Riley Wealth Management held its Nuveen CA Select Tax-Free Income Portfolio (NXC) position steady in Q2 2022 at 26,626 shares worth $363. The position accounts for ﹤0.01% of the portfolio, ranked #488.

B. Riley Wealth Management first reported a position in NXC in Q3 2018 and has held it in 16 quarters since. The position peaked at $465K in Q4 2019. 17 funds tracked by Wall St. Rank hold NXC as of Q2 2022.

B. Riley Wealth Management held 26,626 shares of Nuveen CA Select Tax-Free Income Portfolio worth $363 as of Q2 2022.
B. Riley Wealth Management left its Nuveen CA Select Tax-Free Income Portfolio share count unchanged in Q2 2022.
Nuveen CA Select Tax-Free Income Portfolio made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #488 holding.
B. Riley Wealth Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q3 2018 and has held it in 16 quarters since.
B. Riley Wealth Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $465K in Q4 2019.
17 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.