OWA
NXN

Opal Wealth Advisors’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-9,055
Closed -$105K – 432
2025
Q2 		$105K Hold
9,055
– – 0.03% 267
2025
Q1 		$107K Buy
+9,055
New +$106K 0.03% 260
2024
Q3 		– Sell
-9,055
Closed -$106K – 864
2024
Q2 		$106K Buy
+9,055
New +$106K 0.03% 262

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Opal Wealth Advisors's NXN Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q3 2025, closing a stake of 9,055 shares — an estimated $105K sold.

Opal Wealth Advisors first reported a position in NXN in Q2 2024 and held it in 3 quarters. The position peaked at $107K in Q1 2025. 18 funds tracked by Wall St. Rank hold NXN as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 9,055 Nuveen New York Tax-Free Income Portfolio shares in Q3 2025, an estimated $105K.
  • Opal Wealth Advisors first reported a position in Nuveen New York Tax-Free Income Portfolio in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Nuveen New York Tax-Free Income Portfolio position peaked at $107K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.