PGF
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Plan Group Financial’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Plan Group Financial’s Portfolio NXP Stock Details NXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Hold
16,540
– – 0.05% 212
2026
Q1 		$237K Hold
16,540
– – 0.06% 199
2025
Q4 		$233K Hold
16,540
– – 0.06% 178
2025
Q3 		$239K Hold
16,540
– – 0.06% 162
2025
Q2 		$232K Buy
+16,540
New +$231K 0.08% 140

Other funds holding NXP

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Plan Group Financial's NXP Position: Q2 2026 in Review

Plan Group Financial held its Nuveen Select Tax-Free Income Portfolio (NXP) position steady in Q2 2026 at 16,540 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #212.

Plan Group Financial first reported a position in NXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $239K in Q3 2025. 116 funds tracked by Wall St. Rank hold NXP as of Q2 2026.

  • Plan Group Financial held 16,540 shares of Nuveen Select Tax-Free Income Portfolio worth $237K as of Q2 2026.
  • Plan Group Financial left its Nuveen Select Tax-Free Income Portfolio share count unchanged in Q2 2026.
  • Nuveen Select Tax-Free Income Portfolio made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #212 holding.
  • Plan Group Financial first reported a position in Nuveen Select Tax-Free Income Portfolio in Q2 2025 and has held it in 5 quarters since.
  • Plan Group Financial's Nuveen Select Tax-Free Income Portfolio position peaked at $239K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.