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WealthPlan Investment Management’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-13,874
Closed -$196K – 466
2025
Q4 		$196K Buy
+13,874
New +$199K 0.01% 367

Other funds holding NXP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WealthPlan Investment Management's NXP Position: Q1 2026 in Review

WealthPlan Investment Management sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q1 2026, closing a stake of 13,874 shares — an estimated $196K sold.

WealthPlan Investment Management first reported a position in NXP in Q4 2025 and held it in 1 quarter. The position peaked at $196K in Q4 2025. 116 funds tracked by Wall St. Rank hold NXP as of Q1 2026.

  • WealthPlan Investment Management reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 13,874 Nuveen Select Tax-Free Income Portfolio shares in Q1 2026, an estimated $196K.
  • WealthPlan Investment Management first reported a position in Nuveen Select Tax-Free Income Portfolio in Q4 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's Nuveen Select Tax-Free Income Portfolio position peaked at $196K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.