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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

24 hedge funds and large institutions have $9.45M invested in Nuveen CA Select Tax-Free Income Portfolio in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$752K
2
WAM
2
Wolverine Asset Management
Illinois
$309K
3
NAS
3
NWF Advisory Services
California
$141K
4
AIP
4
Almanack Investment Partners
Pennsylvania
$132K
5
WS
5
Wedbush Securities
California
$273K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$358K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$0
3
Creative Planning
3
Creative Planning
Kansas
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
VHAM
5
Van Hulzen Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
– – -12,569 Closed
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
– – -10,930 Closed
VHAM
28
Van Hulzen Asset Management
California
– – -4,787 Closed
DRP
29
Decker Retirement Planning
Utah
– – -1,607 Closed
CFGS
30
Concourse Financial Group Securities
Alabama
– – – –
1
2