Cetera Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Cetera Advisors’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
2024 Q1	$201K	Buy	+15,000	New	+$198K	﹤0.01%	2217
2023 Q4	–	Sell	-15,000	Closed	-$183K	–	1848
2023 Q3	$183K	Hold	15,000	–	–	﹤0.01%	1555
2023 Q2	$195K	Hold	15,000	–	–	﹤0.01%	1509
2023 Q1	$202K	Hold	15,000	–	–	﹤0.01%	1486
2022 Q4	$215K	Hold	15,000	–	–	﹤0.01%	1407
2022 Q3	$196K	Hold	15,000	–	–	0.01%	1148
2022 Q2	$204K	Hold	15,000	–	–	﹤0.01%	1232
2022 Q1	$213K	Hold	15,000	–	–	﹤0.01%	1284
2021 Q4	$248K	Hold	15,000	–	–	0.01%	1209
2021 Q3	$236K	Hold	15,000	–	–	﹤0.01%	1231
2021 Q2	$253K	Buy	+15,000	New	+$247K	0.01%	1124

Other funds holding NXC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors's NXC Position: Q1 2024 in Review

Cetera Advisors opened a new position in Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2024: 15,000 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #2217 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in NXC as recently as Q3 2023.

Cetera Advisors first reported a position in NXC in Q2 2021 and has held it in 11 quarters since. The position peaked at $253K in Q2 2021. 22 funds tracked by Wall St. Rank hold NXC as of Q1 2024.

Cetera Advisors held 15,000 shares of Nuveen CA Select Tax-Free Income Portfolio worth $201K as of Q1 2024.
Nuveen CA Select Tax-Free Income Portfolio was a new Cetera Advisors position in Q1 2024.
Nuveen CA Select Tax-Free Income Portfolio made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2217 holding.
Cetera Advisors first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2021 and has held it in 11 quarters since.
Cetera Advisors's Nuveen CA Select Tax-Free Income Portfolio position peaked at $253K in Q2 2021.
22 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.