Summit Financial Wealth Advisors’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Summit Financial Wealth Advisors’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 Q3	$174K	Hold	12,957	–	–	0.02%	220
2026 Q2	$185K	Hold	12,957	–	–	0.02%	221
2026 Q1	$186K	Buy	+12,957	New	+$185K	0.03%	190
2025 Q4	–	Sell	-16,212	Closed	-$236K	–	203
2025 Q3	$236K	Sell	16,212 -5,000	-24%	-$70.3K	0.04%	162
2025 Q2	$298K	Hold	21,212	–	–	0.05%	132
2025 Q1	$305K	Hold	21,212	–	–	0.06%	112
2024 Q4	$316K	Buy	+21,212	New	+$314K	0.06%	113
2024 Q1	–	Sell	-11,492	Closed	-$170K	–	140
2023 Q4	$170K	Hold	11,492	–	–	0.04%	123
2023 Q3	$157K	Hold	11,492	–	–	0.04%	117
2023 Q2	$166K	Buy	+11,492	New	+$166K	0.04%	118

Other funds holding NXP

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Summit Financial Wealth Advisors's NXP Position: Q3 2026 in Review

Summit Financial Wealth Advisors held its Nuveen Select Tax-Free Income Portfolio (NXP) position steady in Q3 2026 at 12,957 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #220.

Summit Financial Wealth Advisors first reported a position in NXP in Q2 2023 and has held it in 10 quarters since. The position peaked at $316K in Q4 2024. 14 funds tracked by Wall St. Rank hold NXP as of Q3 2026.

Summit Financial Wealth Advisors held 12,957 shares of Nuveen Select Tax-Free Income Portfolio worth $174K as of Q3 2026.
Summit Financial Wealth Advisors left its Nuveen Select Tax-Free Income Portfolio share count unchanged in Q3 2026.
Nuveen Select Tax-Free Income Portfolio made up 0.02% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #220 holding.
Summit Financial Wealth Advisors first reported a position in Nuveen Select Tax-Free Income Portfolio in Q2 2023 and has held it in 10 quarters since.
Summit Financial Wealth Advisors's Nuveen Select Tax-Free Income Portfolio position peaked at $316K in Q4 2024.
14 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.