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Nuveen Select Tax-Free Income Portfolio shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 16k 14.53
2025-03-31 $305k 21k 14.37
2024-12-31 $316k 21k 14.90
2023-12-31 $170k 12k 14.78
2023-09-30 $157k 12k 13.63
2023-06-30 $166k 12k 14.41

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding Nuveen Select Tax-Free Income Portfolio

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

View all funds holding Nuveen Select Tax-Free Income Portfolio