Omni 360 Wealth’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Omni 360 Wealth’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	–	Sell	-27,000	Closed	-$325K	–	130
2025 Q3	$325K	Buy	27,000 +10,000	+59%	+$117K	0.18%	96
2025 Q2	$198K	Buy	17,000 +2,000	+13%	+$23K	0.12%	113
2025 Q1	$177K	Buy	15,000 +2,500	+20%	+$29.2K	0.12%	108
2024 Q4	$142K	Hold	12,500	–	–	0.09%	111
2024 Q3	$152K	Hold	12,500	–	–	0.1%	109
2024 Q2	$146K	Buy	+12,500	New	+$146K	0.11%	106

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

Omni 360 Wealth's NXN Position: Q4 2025 in Review

Omni 360 Wealth sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q4 2025, closing a stake of 27,000 shares — an estimated $325K sold.

Omni 360 Wealth first reported a position in NXN in Q2 2024 and held it in 6 quarters. The position peaked at $325K in Q3 2025. 18 funds tracked by Wall St. Rank hold NXN as of Q4 2025.

Omni 360 Wealth reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q4 2025 after selling out during the quarter.
Omni 360 Wealth sold 27,000 Nuveen New York Tax-Free Income Portfolio shares in Q4 2025, an estimated $325K.
Omni 360 Wealth first reported a position in Nuveen New York Tax-Free Income Portfolio in Q2 2024 and held it in 6 quarters.
Omni 360 Wealth's Nuveen New York Tax-Free Income Portfolio position peaked at $325K in Q3 2025.
18 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2025.

Based on Omni 360 Wealth's 13F filing for Q4 2025, filed 29 Jan 2026.