Jones Financial Companies
NXC

Jones Financial Companies’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Jones Financial Companies’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
-7,165
Closed -$94.6K – 4866
2025
Q4 		$94.6K Buy
7,165
+676
+10% +$8.9K ﹤0.01% 2237
2025
Q3 		$84K Buy
6,489
+1,262
+24% +$16.3K ﹤0.01% 2148
2025
Q2 		$67.6K Sell
5,227
-431
-8% -$5.53K ﹤0.01% 2104
2025
Q1 		$74.1K Buy
5,658
+2,132
+60% +$27.9K ﹤0.01% 1904
2024
Q4 		$45.6K Sell
3,526
-3,439
-49% -$46.5K ﹤0.01% 1913
2024
Q3 		$98K Buy
+6,965
New +$94.8K ﹤0.01% 1412

Other funds holding NXC

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

Jones Financial Companies's NXC Position: Q1 2026 in Review

Jones Financial Companies sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2026, closing a stake of 7,165 shares — an estimated $94.6K sold.

Jones Financial Companies first reported a position in NXC in Q3 2024 and held it in 6 quarters. The position peaked at $98K in Q3 2024. 1 fund tracked by Wall St. Rank holds NXC as of Q1 2026.

  • Jones Financial Companies reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 7,165 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2026, an estimated $94.6K.
  • Jones Financial Companies first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q3 2024 and held it in 6 quarters.
  • Jones Financial Companies's Nuveen CA Select Tax-Free Income Portfolio position peaked at $98K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.