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Ameritas Advisory Services’s Nuveen Municipal Value Fund NUV Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-3,753
Closed -$33.7K – 1724
2025
Q3 		$33.7K Hold
3,753
– – ﹤0.01% 1236
2025
Q2 		$32.6K Buy
+3,753
New +$32.3K ﹤0.01% 1511
2023
Q2 		– Sell
-4,753
Closed -$41.9K – 1874
2023
Q1 		$41.9K Buy
+4,753
New +$42.2K ﹤0.01% 1331

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameritas Advisory Services's NUV Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Nuveen Municipal Value Fund (NUV) in Q4 2025, closing a stake of 3,753 shares — an estimated $33.7K sold.

Ameritas Advisory Services first reported a position in NUV in Q1 2023 and held it in 3 quarters. The position peaked at $41.9K in Q1 2023. 239 funds tracked by Wall St. Rank hold NUV as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Nuveen Municipal Value Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 3,753 Nuveen Municipal Value Fund shares in Q4 2025, an estimated $33.7K.
  • Ameritas Advisory Services first reported a position in Nuveen Municipal Value Fund in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Nuveen Municipal Value Fund position peaked at $41.9K in Q1 2023.
  • 239 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.