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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

NXC was delisted on the 9th of January, 2026.

22 hedge funds and large institutions have $8.66M invested in Nuveen CA Select Tax-Free Income Portfolio in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.94% less ownership

Funds ownership: 11.27%10.33% (-0.94%)

8% less funds holding

Funds holding: 2422 (-2)

8% less capital invested

Capital invested by funds: $9.45M → $8.66M (-$796K)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.93M +$83K +6,469 +5%
GC
2
Guggenheim Capital
Illinois
$1.91M +$37.5K +2,926 +2%
Morgan Stanley
3
Morgan Stanley
New York
$1.2M -$36.2K -2,824 -3%
AAM
4
Advisors Asset Management
Colorado
$538K -$20.2K -1,576 -4%
Wells Fargo
5
Wells Fargo
California
$482K -$32.1K -2,499 -6%
Bank of America
6
Bank of America
North Carolina
$352K -$389K -30,311 -53%
UBS Group
7
UBS Group
Switzerland
$308K -$36K -2,805 -11%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$305K +$297K +23,173 New
Raymond James Financial
9
Raymond James Financial
Florida
$281K +$821 +64 +0.3%
WS
10
Wedbush Securities
California
$267K -$5.09K -397 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$222K -$7.7K -600 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$146K +$142K +11,053 New
US Bancorp
13
US Bancorp
Minnesota
$145K
Ameriprise
14
Ameriprise
Minnesota
$142K -$210K -16,357 -60%
NAS
15
NWF Advisory Services
California
$140K
MCM
16
MAI Capital Management
Ohio
$126K
Jones Financial Companies
17
Jones Financial Companies
Missouri
$67.6K -$5.53K -431 -8%
SPIA
18
Steward Partners Investment Advisory
New York
$50.2K
Osaic Holdings
19
Osaic Holdings
Arizona
$22.5K +$21.9K +1,710 New
IA
20
IFP Advisors
Florida
$19.8K +$3.85K +300 +25%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5K
FIA
22
FNY Investment Advisers
New York
$1K
WAM
23
Wolverine Asset Management
Illinois
-$309K -23,406 Closed
AIP
24
Almanack Investment Partners
Pennsylvania
-$132K -10,000 Closed
AF
25
Allworth Financial
California
-$12.6K -1,000 Closed

NXC Hedge Fund Activity: Q2 2025 in Review

22 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q2 2025, worth a combined $8.66M — down 8.4% from $9.45M a quarter earlier.

Fund positioning in NXC was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 9 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $297K. The largest seller was Bank of America, cutting an estimated $389K.

  • 22 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q2 2025, down from 24 in Q1 2025.
  • Funds reported $8.66M of Nuveen CA Select Tax-Free Income Portfolio stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 3 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q2 2025 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q2 2025 was Hennion & Walsh Asset Management, an estimated $297K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q2 2025 was Bank of America, an estimated $389K sold.

Based on aggregated 13F filings for Q2 2025.