Hennion & Walsh Asset Management, Inc. NXC β€” NUVEEN CALIF SELECT TAX FREE

Ownership history in Hennion & Walsh Asset Management, Inc.  Β·  13 quarters on record

AI Ownership Summary

Hennion & Walsh Asset Management, Inc. reported NUVEEN CALIF SELECT TAX FREE (NXC) in 13 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows NXC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hennion & Walsh Asset Management, Inc.'s position in NUVEEN CALIF SELECT TAX FREE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NXC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NXC stock page Hennion & Walsh Asset Management, Inc. fund profile Hennion & Walsh Asset Management, Inc. full holdings
How Hennion & Walsh Asset Management, Inc. held NXC β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 39,975 +1,720 +4.5% 0.02% $528K 2026-01-14 β€”
2025 Q3 ADDED β€” β€” β€” 38,255 +15,082 +65.1% 0.02% $496K 2025-10-22 β€”
2025 Q2 ADDED β€” β€” β€” 23,173 +1,521 +7.0% 0.01% $305K 2025-08-07 β€”
2024 Q4 REDUCED β€” β€” β€” 21,652 -26,052 -54.6% 0.01% $280K 2025-01-15 β€”
2024 Q3 REDUCED β€” β€” β€” 47,704 -18,311 -27.7% 0.03% $675K 2024-10-22 β€”
2024 Q2 REDUCED β€” β€” β€” 66,015 -58,086 -46.8% 0.04% $856K 2024-07-19 β€”
2024 Q1 REDUCED β€” β€” β€” 124,101 -6,234 -4.8% 0.09% $1.7M 2024-04-17 β€”
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NXC

As of 2026 Q1 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Hennion & Walsh Asset Management, Inc. and NXC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hennion & Walsh Asset Management, Inc. reported owning NXC?

Hennion & Walsh Asset Management, Inc. reported NXC across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported NXC position in Hennion & Walsh Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for NXC was 0.09% in 2024 Q1.

What is the latest reported NXC position on this page?

The most recent filing on this page is 2025 Q4, when Hennion & Walsh Asset Management, Inc. reported 39,975 shares, equal to 0.02% of portfolio, with an estimated market value of $528K.

What does the chart on this NXC ownership page compare?

The chart compares Hennion & Walsh Asset Management, Inc.'s quarterly NXC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Hennion & Walsh Asset Management, Inc. Holdings