Creative Planning’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Creative Planning’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
2025 Q1	–	Sell	-12,569	Closed	-$163K	–	3652
2024 Q4	$163K	Buy	+12,569	New	+$170K	﹤0.01%	3041
2022 Q2	–	Sell	-1,256	Closed	-$18K	–	2458
2022 Q1	$18K	Buy	+1,256	New	+$19.5K	﹤0.01%	2149
2017 Q3	–	Sell	-1,430	Closed	-$22K	–	3109
2017 Q2	$22K	Hold	1,430	–	–	﹤0.01%	3122
2017 Q1	$21K	Hold	1,430	–	–	﹤0.01%	3101
2016 Q4	$21K	Sell	1,430 -500	-26%	-$7.83K	﹤0.01%	3055
2016 Q3	$33K	Hold	1,930	–	–	﹤0.01%	2672
2016 Q2	$32K	Sell	1,930 -2,329	-55%	-$38.2K	﹤0.01%	2445
2016 Q1	$71K	Hold	4,259	–	–	﹤0.01%	1853
2015 Q4	$67K	Hold	4,259	–	–	﹤0.01%	1886
2015 Q3	$65K	Buy	+4,259	New	+$63.8K	﹤0.01%	1858
2015 Q2	–	Sell	-4,259	Closed	-$66K	–	2385
2015 Q1	$66K	Hold	4,259	–	–	﹤0.01%	1823
2014 Q4	$66K	Buy	4,259 +955	+29%	+$14.8K	﹤0.01%	1815
2014 Q3	$51K	Hold	3,304	–	–	﹤0.01%	1909
2014 Q2	$49K	Hold	3,304	–	–	﹤0.01%	1899
2014 Q1	$47K	Buy	3,304 +375	+13%	+$5.27K	﹤0.01%	1838
2013 Q4	$40K	Buy	+2,929	New	+$39.3K	﹤0.01%	1755

Other funds holding NXC

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

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

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

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's NXC Position: Q1 2025 in Review

Creative Planning sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2025, closing a stake of 12,569 shares — an estimated $163K sold.

Creative Planning first reported a position in NXC in Q4 2013 and held it in 16 quarters. The position peaked at $163K in Q4 2024. 24 funds tracked by Wall St. Rank hold NXC as of Q1 2025.

Creative Planning reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 12,569 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2025, an estimated $163K.
Creative Planning first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q4 2013 and held it in 16 quarters.
Creative Planning's Nuveen CA Select Tax-Free Income Portfolio position peaked at $163K in Q4 2024.
24 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.