Global Retirement Partners’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Global Retirement Partners’s Portfolio NXN Stock Details NXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$23K	Hold	1,903	–	–	﹤0.01%	2809
2025 Q3	$22.9K	Hold	1,903	–	–	﹤0.01%	2338
2025 Q2	$22.1K	Buy	+1,903	New	+$21.9K	﹤0.01%	2241
2024 Q4	$21.6K	Hold	1,903	–	–	﹤0.01%	2050
2024 Q3	$23.2K	Hold	1,903	–	–	﹤0.01%	1919
2024 Q2	$22.3K	Hold	1,903	–	–	﹤0.01%	1927
2024 Q1	$22.2K	Hold	1,903	–	–	﹤0.01%	1762
2023 Q4	$22.2K	Hold	1,903	–	–	﹤0.01%	1707
2023 Q3	$21.5K	Hold	1,903	–	–	﹤0.01%	1621
2023 Q2	$22.6K	Hold	1,903	–	–	﹤0.01%	1624
2023 Q1	$22.5K	Hold	1,903	–	–	﹤0.01%	1587
2022 Q4	$22.1K	Hold	1,903	–	–	﹤0.01%	1441
2022 Q3	$21K	Hold	1,903	–	–	﹤0.01%	1376
2022 Q2	$22K	Hold	1,903	–	–	﹤0.01%	1324
2022 Q1	$22K	Buy	+1,903	New	+$24.9K	﹤0.01%	1322
2021 Q4	–	Sell	-1,903	Closed	-$26K	–	1275
2021 Q3	$26K	Hold	1,903	–	–	﹤0.01%	1121
2021 Q2	$27K	Hold	1,903	–	–	﹤0.01%	1095
2021 Q1	$28K	Hold	1,903	–	–	﹤0.01%	996
2020 Q4	$27K	Hold	1,903	–	–	﹤0.01%	946
2020 Q3	$25K	Hold	1,903	–	–	﹤0.01%	853
2020 Q2	$24K	Hold	1,903	–	–	﹤0.01%	850
2020 Q1	$24K	Hold	1,903	–	–	﹤0.01%	753
2019 Q4	$27K	Hold	1,903	–	–	﹤0.01%	837
2019 Q3	$26K	Hold	1,903	–	–	﹤0.01%	811
2019 Q2	$26K	Hold	1,903	–	–	0.01%	804
2019 Q1	$26K	Hold	1,903	–	–	0.01%	738
2018 Q4	$24K	Hold	1,903	–	–	0.01%	693
2018 Q3	$24K	Hold	1,903	–	–	0.01%	755
2018 Q2	$25K	Hold	1,903	–	–	0.01%	726
2018 Q1	$25K	Hold	1,903	–	–	0.01%	701
2017 Q4	$26K	Hold	1,903	–	–	0.01%	660
2017 Q3	$27K	Hold	1,903	–	–	0.01%	569
2017 Q2	$27K	Hold	1,903	–	–	0.01%	528
2017 Q1	$26K	Hold	1,903	–	–	0.01%	493
2016 Q4	$25K	Buy	+1,903	New	+$25.9K	0.02%	472

Other funds holding NXN

1CP

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Retirement Partners's NXN Position: Q4 2025 in Review

Global Retirement Partners held its Nuveen New York Tax-Free Income Portfolio (NXN) position steady in Q4 2025 at 1,903 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Global Retirement Partners first reported a position in NXN in Q4 2016 and has held it in 35 quarters since. The position peaked at $28K in Q1 2021. 18 funds tracked by Wall St. Rank hold NXN as of Q4 2025.

Global Retirement Partners held 1,903 shares of Nuveen New York Tax-Free Income Portfolio worth $23K as of Q4 2025.
Global Retirement Partners left its Nuveen New York Tax-Free Income Portfolio share count unchanged in Q4 2025.
Nuveen New York Tax-Free Income Portfolio made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2809 holding.
Global Retirement Partners first reported a position in Nuveen New York Tax-Free Income Portfolio in Q4 2016 and has held it in 35 quarters since.
Global Retirement Partners's Nuveen New York Tax-Free Income Portfolio position peaked at $28K in Q1 2021.
18 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.