Caprock Group’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Caprock Group’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
2026 Q1	–	Sell	-11,749	Closed	-$155K	–	1238
2025 Q4	$155K	Buy	11,749 +155	+1%	+$2.04K	﹤0.01%	1134
2025 Q3	$149K	Buy	+11,594	New	+$149K	﹤0.01%	1086
2025 Q1	$150K	Buy	11,396 +78	+0.7%	+$1.02K	﹤0.01%	1025
2024 Q4	$146K	Buy	+11,318	New	+$153K	﹤0.01%	953

Other funds holding NXC

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Caprock Group's NXC Position: Q1 2026 in Review

Caprock Group sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2026, closing a stake of 11,749 shares — an estimated $155K sold.

Caprock Group first reported a position in NXC in Q4 2024 and held it in 4 quarters. The position peaked at $155K in Q4 2025. 1 fund tracked by Wall St. Rank holds NXC as of Q1 2026.

Caprock Group reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2026 after selling out during the quarter.
Caprock Group sold 11,749 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2026, an estimated $155K.
Caprock Group first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q4 2024 and held it in 4 quarters.
Caprock Group's Nuveen CA Select Tax-Free Income Portfolio position peaked at $155K in Q4 2025.
1 fund tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.