Ackerman Capital Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Ackerman Capital Advisors’s Portfolio NUV Stock Details NUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$848K	Buy	91,959 +36,148	+65%	+$330K	0.17%	56
2026 Q1	$502K	Buy	55,811 +36,210	+185%	+$331K	0.1%	72
2025 Q4	$178K	Buy	19,601 +3,560	+22%	+$32.2K	0.04%	117
2025 Q3	$144K	Buy	+16,041	New	+$140K	0.03%	111
2025 Q2	–	Sell	-14,982	Closed	-$131K	–	121
2025 Q1	$131K	Sell	14,982 -32,490	-68%	-$285K	0.03%	102
2024 Q4	$408K	Sell	47,472 -39,797	-46%	-$353K	0.11%	72
2024 Q3	$787K	Buy	87,269 +30,540	+54%	+$270K	0.2%	52
2024 Q2	$490K	Buy	+56,729	New	+$485K	0.13%	67
2022 Q1	–	Sell	-113,896	Closed	-$1.18M	–	125
2021 Q4	$1.18M	Buy	+113,896	New	+$1.24M	0.27%	44
2020 Q2	–	Sell	-34,210	Closed	-$334K	–	137
2020 Q1	$334K	Buy	+34,210	New	+$360K	0.13%	58
2018 Q1	$543K	Hold	53,606	–	–	0.22%	45
2017 Q4	$549K	Buy	+53,606	New	+$545K	0.23%	39
2017 Q2	$1.07M	Buy	+107,228	New	+$1.07M	0.45%	34

Other funds holding NUV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Ackerman Capital Advisors's NUV Position: Q2 2026 in Review

Ackerman Capital Advisors increased its Nuveen Municipal Value Fund (NUV) stake by 65% in Q2 2026, buying an estimated $330K and bringing the position to 91,959 shares worth $848K. The position accounts for 0.17% of the portfolio, ranked #56.

Ackerman Capital Advisors first reported a position in NUV in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.18M in Q4 2021. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

Ackerman Capital Advisors held 91,959 shares of Nuveen Municipal Value Fund worth $848K as of Q2 2026.
Ackerman Capital Advisors bought 36,148 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $330K.
Nuveen Municipal Value Fund made up 0.17% of Ackerman Capital Advisors's portfolio in Q2 2026, its #56 holding.
Ackerman Capital Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2017 and has held it in 13 quarters since.
Ackerman Capital Advisors's Nuveen Municipal Value Fund position peaked at $1.18M in Q4 2021.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.