NXP β€” NUVEEN SELECT TAX-FREE INCOM

Ownership history in STEPHENS INC /AR/  Β·  15 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in NUVEEN SELECT TAX-FREE INCOM (NXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.12% (2023 Q4)
πŸ“Š Avg. % of fund
0.1%
πŸ“… First filed
2022 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
15

Position Intelligence

STEPHENS INC /AR/ Γ— NXP AI Analytics

πŸ“‰ STEPHENS INC /AR/ underperformed the S&P 500 by –13.7% annually on this NXP position. Timing score: 64% (9/14 decisions correct). Average cost basis: $12.08. Maximum drawdown during holding period: –6.8%.

πŸ“ˆ Position Alpha vs SPY
-13.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 13.7% ann.
14 quarters analyzed

⏱️ Timing Score
64%

βœ… Decent timing β€” more right than wrong on entries and exits.
9 of 14 add/trim decisions correct

πŸ’° Entry Quality
$12.08
+15.4% vs current ($13.94)

Best entry: $11.24 (2022 Q3)  Β·  Worst: $13.94 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–6.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
80%
buy-side decisions

12 adds Β· 3 trims. Bought during 6 of 6 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.1% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NXP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 576,303 +80,180 +16.2% 0.10% $8.1M $13.94
2025 Q3 REDUCED 496,123 -11,961 -2.4% 0.09% $7.2M $14.14
2025 Q2 ADDED 508,084 +500 +0.1% 0.10% $7.1M $13.58
2025 Q1 ADDED 507,584 +13,010 +2.6% 0.11% $7.3M $13.74
2024 Q4 REDUCED 494,574 -1,000 -0.2% 0.11% $7.5M $14.33
2024 Q3 REDUCED 495,574 -500 -0.1% 0.11% $7.5M $14.14
2024 Q2 ADDED 496,074 +13,780 +2.9% 0.11% $7.2M $13.42
2024 Q1 ADDED 482,294 +6,100 +1.3% 0.11% $7.0M $13.24
2023 Q4 ADDED 476,194 +12,300 +2.7% 0.12% $7.0M $13.41
2023 Q3 ADDED 463,894 +33,000 +7.7% 0.12% $6.2M $11.94
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NXP

As of 2025 Q4 β€” sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 0.73% Hennion & Walsh Asset Management, Inc. 3Y 0.41% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 0.31% OMNI 360 Wealth, Inc. 0.23% Blake Schutter Theil Wealth Advisors, LLC 0.21% Fortitude Advisory Group L.L.C. 3Y 0.19% Tiller Private Wealth, Inc. 3Y 7Y 0.14% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.1% VISIONARY HORIZONS, LLC 0.1% Sightline Wealth Advisors, LLC 3Y 0.09%
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