Ackerman Capital Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$308K	Sell	21,505 -6,222	-22%	-$89.4K	0.06%	92
2025 Q4	$397K	Sell	27,727 -372	-1%	-$5.32K	0.08%	82
2025 Q3	$398K	Buy	28,099 +4,981	+22%	+$68.6K	0.08%	78
2025 Q2	$316K	Sell	23,118 -4,592	-17%	-$62.4K	0.07%	84
2025 Q1	$381K	Sell	27,710 -3,358	-11%	-$46.3K	0.1%	74
2024 Q4	$422K	Sell	31,068 -5,744	-16%	-$80K	0.11%	70
2024 Q3	$523K	Buy	36,812 +16,304	+80%	+$228K	0.14%	69
2024 Q2	$285K	Buy	20,508 +3,863	+23%	+$52.3K	0.08%	84
2024 Q1	$225K	Sell	16,645 -19,857	-54%	-$272K	0.06%	92
2023 Q4	$498K	Buy	+36,502	New	+$480K	0.14%	68
2022 Q1	–	Sell	-13,574	Closed	-$225K	–	126
2021 Q4	$225K	Buy	+13,574	New	+$227K	0.05%	108
2020 Q1	–	Sell	-29,532	Closed	-$478K	–	163
2019 Q4	$478K	Buy	+29,532	New	+$492K	0.14%	85

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

HWAM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ackerman Capital Advisors's NUW Position: Q1 2026 in Review

Ackerman Capital Advisors reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 22% in Q1 2026, selling an estimated $89.4K and leaving 21,505 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #92.

Ackerman Capital Advisors first reported a position in NUW in Q4 2019 and has held it in 12 quarters since. The position peaked at $523K in Q3 2024. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

Ackerman Capital Advisors held 21,505 shares of Nuveen AMT-Free Municipal Value Fund worth $308K as of Q1 2026.
Ackerman Capital Advisors sold 6,222 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $89.4K.
Nuveen AMT-Free Municipal Value Fund made up 0.06% of Ackerman Capital Advisors's portfolio in Q1 2026, its #92 holding.
Ackerman Capital Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2019 and has held it in 12 quarters since.
Ackerman Capital Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $523K in Q3 2024.
66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.