IFG
NXC

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

Independent Financial 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
2023
Q3 		– Sell
-10,478
Closed -$137K – 934
2023
Q2 		$137K Buy
10,478
+19
+0.2% +$251 0.01% 835
2023
Q1 		$141K Buy
+10,459
New +$146K 0.01% 795

Other funds holding NXC

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Financial Group's NXC Position: Q3 2023 in Review

Independent Financial Group sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q3 2023, closing a stake of 10,478 shares — an estimated $137K sold.

Independent Financial Group first reported a position in NXC in Q1 2023 and held it in 2 quarters. The position peaked at $141K in Q1 2023. 19 funds tracked by Wall St. Rank hold NXC as of Q3 2023.

  • Independent Financial Group reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 10,478 Nuveen CA Select Tax-Free Income Portfolio shares in Q3 2023, an estimated $137K.
  • Independent Financial Group first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2023 and held it in 2 quarters.
  • Independent Financial Group's Nuveen CA Select Tax-Free Income Portfolio position peaked at $141K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.