LPL Financial’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-19,409
Closed -$234K 6113
2025
Q4
$234K Hold
19,409
﹤0.01% 5344
2025
Q3
$233K Buy
+19,409
New +$227K ﹤0.01% 5238

LPL Financial's NXN Position: Q1 2026 in Review

LPL Financial sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q1 2026, closing a stake of 19,409 shares — an estimated $234K sold.

LPL Financial first reported a position in NXN in Q3 2025 and held it in 2 quarters. The position peaked at $234K in Q4 2025. 0 funds tracked by Wall St. Rank hold NXN as of Q1 2026.

  • LPL Financial reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 19,409 Nuveen New York Tax-Free Income Portfolio shares in Q1 2026, an estimated $234K.
  • LPL Financial first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2025 and held it in 2 quarters.
  • LPL Financial's Nuveen New York Tax-Free Income Portfolio position peaked at $234K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.