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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
Q2 		$609K Buy
42,353
+20,848
+97% +$296K 0.12% 67
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 $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ackerman Capital Advisors increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 97% in Q2 2026, buying an estimated $296K and bringing the position to 42,353 shares worth $609K. The position accounts for 0.12% of the portfolio, ranked #67.

Ackerman Capital Advisors first reported a position in NUW in Q4 2019 and has held it in 13 quarters since. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Ackerman Capital Advisors held 42,353 shares of Nuveen AMT-Free Municipal Value Fund worth $609K as of Q2 2026.
  • Ackerman Capital Advisors bought 20,848 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $296K.
  • Nuveen AMT-Free Municipal Value Fund made up 0.12% of Ackerman Capital Advisors's portfolio in Q2 2026, its #67 holding.
  • Ackerman Capital Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2019 and has held it in 13 quarters since.
  • 70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

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