HWAM
NXC

Hennion & Walsh Asset Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Hennion & Walsh Asset Management’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
-39,975
Closed -$528K – 975
2025
Q4 		$528K Buy
39,975
+1,720
+4% +$22.6K 0.02% 705
2025
Q3 		$496K Buy
38,255
+15,082
+65% +$194K 0.02% 708
2025
Q2 		$305K Buy
+23,173
New +$297K 0.01% 803
2025
Q1 		– Sell
-21,652
Closed -$280K – 898
2024
Q4 		$280K Sell
21,652
-26,052
-55% -$353K 0.01% 770
2024
Q3 		$675K Sell
47,704
-18,311
-28% -$249K 0.03% 548
2024
Q2 		$856K Sell
66,015
-58,086
-47% -$762K 0.04% 461
2024
Q1 		$1.67M Sell
124,101
-6,234
-5% -$82.3K 0.09% 292
2023
Q4 		$1.67M Sell
130,335
-4,534
-3% -$56K 0.1% 280
2023
Q3 		$1.64M Sell
134,869
-2,161
-2% -$28K 0.1% 246
2023
Q2 		$1.79M Sell
137,030
-1,750
-1% -$23.1K 0.11% 235
2023
Q1 		$1.87M Buy
138,780
+32,480
+31% +$454K 0.11% 221
2022
Q4 		$1.52M Buy
106,300
+46,009
+76% +$611K 0.09% 254
2022
Q3 		$789K Buy
+60,291
New +$822K 0.05% 384

Other funds holding NXC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Hennion & Walsh Asset Management's NXC Position: Q1 2026 in Review

Hennion & Walsh Asset Management sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2026, closing a stake of 39,975 shares — an estimated $528K sold.

Hennion & Walsh Asset Management first reported a position in NXC in Q3 2022 and held it in 13 quarters. The position peaked at $1.87M in Q1 2023. 1 fund tracked by Wall St. Rank holds NXC as of Q1 2026.

  • Hennion & Walsh Asset Management reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2026 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 39,975 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2026, an estimated $528K.
  • Hennion & Walsh Asset Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q3 2022 and held it in 13 quarters.
  • Hennion & Walsh Asset Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $1.87M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2026, filed 13 May 2026.