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Nuveen Select Tax-Free Income Portfolio shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Nuveen Select Tax-Free Income Portfolio (NXP) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Nuveen Select Tax-Free Income Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Select Tax-Free Income Portfolio held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Select Tax-Free Income Portfolio by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $279k 20k 14.10
2025-09-30 $286k 20k 14.46

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Nuveen Select Tax-Free Income Portfolio

UBS Group
Guggenheim Capital, LLC Managers
Hennion & Walsh Asset Management
Stephens
Cambridge Investment Research Advisors
Wells Fargo & Company
Van Eck Associates Corp.
Raymond James Financial
Prospera Financial Services
Commonwealth Equity Services
Jones Financial Companies, L.L
LPL Financial
Royal Bank of Canada
Melfa Wealth Management
Ameriprise Financial

View all funds holding Nuveen Select Tax-Free Income Portfolio