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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
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Advisors Wealth Management's NXP Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Nuveen Select Tax-Free Income Portfolio (NXP) stake by 2.4% in Q2 2026, selling an estimated $35.4K and leaving 100,310 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #81.

Capital Advisors Wealth Management first reported a position in NXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.48M in Q1 2026. 116 funds tracked by Wall St. Rank hold NXP as of Q2 2026.

  • Capital Advisors Wealth Management held 100,310 shares of Nuveen Select Tax-Free Income Portfolio worth $1.44M as of Q2 2026.
  • Capital Advisors Wealth Management sold 2,484 Nuveen Select Tax-Free Income Portfolio shares in Q2 2026, an estimated $35.4K.
  • Nuveen Select Tax-Free Income Portfolio made up 0.17% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Capital Advisors Wealth Management first reported a position in Nuveen Select Tax-Free Income Portfolio in Q1 2024 and has held it in 10 quarters since.
  • Capital Advisors Wealth Management's Nuveen Select Tax-Free Income Portfolio position peaked at $1.48M in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.