Capital Advisors Wealth Management, LLC
Position in NXP — Nuveen Select Tax Free Income Portfolio
CIK 1824700
YAKIMA, WA
Position in NXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,435,436
-$39,657 QoQ
Shares Held
100,310
-2.4% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#18
of 116 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NXP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $2,353,547 across 3 Asset Management names. NXP ranks #1 (61.0% of the industry book) .
All Filings in NXP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,435,436 | 100,310 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,475,093 | 102,794 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $586,207 | 41,575 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $595,925 | 41,212 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $604,557 | 43,029 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $511,586 | 35,601 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $405,353 | 26,756 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $307,730 | 20,366 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $238,201 | 16,439 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $151,042 | 10,460 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||