Steward Partners Investment Advisory’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-3,813
Closed -$50.3K 4525
2025
Q4
$50.3K Hold
3,813
﹤0.01% 2663
2025
Q3
$49.5K Hold
3,813
﹤0.01% 2617
2025
Q2
$50.2K Hold
3,813
﹤0.01% 2479
2025
Q1
$50.3K Hold
3,813
﹤0.01% 2383
2024
Q4
$49.3K Hold
3,813
﹤0.01% 2344
2024
Q3
$53.9K Buy
3,813
+1,008
+36% +$13.7K ﹤0.01% 2199
2024
Q2
$36.4K Buy
+2,805
New +$36.8K ﹤0.01% 2257

Other funds holding NXC

Steward Partners Investment Advisory's NXC Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2026, closing a stake of 3,813 shares — an estimated $50.3K sold.

Steward Partners Investment Advisory first reported a position in NXC in Q2 2024 and held it in 7 quarters. The position peaked at $53.9K in Q3 2024. 1 fund tracked by Wall St. Rank holds NXC as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,813 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2026, an estimated $50.3K.
  • Steward Partners Investment Advisory first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2024 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Nuveen CA Select Tax-Free Income Portfolio position peaked at $53.9K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.