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Capital Advisors Wealth Management’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Capital Advisors Wealth Management’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
2026
Q3 		$1.26M Sell
93,555
-6,755
-7% -$95K 0.14% 88
2026
Q2 		$1.44M Sell
100,310
-2,484
-2% -$35.4K 0.17% 81
2026
Q1 		$1.48M Buy
102,794
+61,219
+147% +$875K 0.2% 75
2025
Q4 		$586K Buy
41,575
+363
+0.9% +$5.22K 0.08% 117
2025
Q3 		$596K Sell
41,212
-1,817
-4% -$25.6K 0.09% 114
2025
Q2 		$605K Buy
43,029
+7,428
+21% +$104K 0.1% 103
2025
Q1 		$512K Buy
35,601
+8,845
+33% +$130K 0.09% 100
2024
Q4 		$405K Buy
26,756
+6,390
+31% +$94.7K 0.07% 109
2024
Q3 		$308K Buy
20,366
+3,927
+24% +$58.2K 0.06% 129
2024
Q2 		$238K Buy
16,439
+5,979
+57% +$85.2K 0.05% 138
2024
Q1 		$151K Buy
+10,460
New +$153K 0.03% 154

Other funds holding NXP

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Advisors Wealth Management's NXP Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Nuveen Select Tax-Free Income Portfolio (NXP) stake by 6.7% in Q3 2026, selling an estimated $95K and leaving 93,555 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #88.

Capital Advisors Wealth Management first reported a position in NXP in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2026. 16 funds tracked by Wall St. Rank hold NXP as of Q3 2026.

  • Capital Advisors Wealth Management held 93,555 shares of Nuveen Select Tax-Free Income Portfolio worth $1.26M as of Q3 2026.
  • Capital Advisors Wealth Management sold 6,755 Nuveen Select Tax-Free Income Portfolio shares in Q3 2026, an estimated $95K.
  • Nuveen Select Tax-Free Income Portfolio made up 0.14% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Capital Advisors Wealth Management first reported a position in Nuveen Select Tax-Free Income Portfolio in Q1 2024 and has held it in 11 quarters since.
  • Capital Advisors Wealth Management's Nuveen Select Tax-Free Income Portfolio position peaked at $1.48M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.