20/20 Capital Management’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

20/20 Capital Management’s Portfolio NEV Stock Details NEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$1.03M	Hold	59,491	–	–	0.27%	71
2021 Q1	$998K	Sell	59,491 -1,020	-2%	-$16.4K	0.29%	67
2020 Q4	$998K	Sell	60,511 -9,989	-14%	-$152K	0.29%	70
2020 Q3	$1.03M	Hold	70,500	–	–	0.39%	56
2020 Q2	$1.08M	Buy	70,500 +18,000	+34%	+$243K	0.42%	52
2020 Q1	$700K	Buy	52,500 +27,000	+106%	+$396K	0.31%	62
2019 Q4	$391K	Buy	+25,500	New	+$373K	0.16%	100

Other funds holding NEV

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

20/20 Capital Management's NEV Position: Q2 2021 in Review

20/20 Capital Management held its NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) position steady in Q2 2021 at 59,491 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #71.

20/20 Capital Management first reported a position in NEV in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2020. 47 funds tracked by Wall St. Rank hold NEV as of Q2 2021.

20/20 Capital Management held 59,491 shares of NUVEEN ENHANCED MUNICIPAL VALUE FUND worth $1.03M as of Q2 2021.
20/20 Capital Management left its NUVEEN ENHANCED MUNICIPAL VALUE FUND share count unchanged in Q2 2021.
NUVEEN ENHANCED MUNICIPAL VALUE FUND made up 0.27% of 20/20 Capital Management's portfolio in Q2 2021, its #71 holding.
20/20 Capital Management first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $1.08M in Q2 2020.
47 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.