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

Aptus 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
2023
Q2 		– Sell
-20,190
Closed -$178K – 842
2023
Q1 		$178K Buy
+20,190
New +$179K ﹤0.01% 477

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCM
Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Aptus Capital Advisors's NUV Position: Q2 2023 in Review

Aptus Capital Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q2 2023, closing a stake of 20,190 shares — an estimated $178K sold.

Aptus Capital Advisors first reported a position in NUV in Q1 2023 and held it in 1 quarter. The position peaked at $178K in Q1 2023. 213 funds tracked by Wall St. Rank hold NUV as of Q2 2023.

  • Aptus Capital Advisors reported no remaining Nuveen Municipal Value Fund position as of Q2 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 20,190 Nuveen Municipal Value Fund shares in Q2 2023, an estimated $178K.
  • Aptus Capital Advisors first reported a position in Nuveen Municipal Value Fund in Q1 2023 and held it in 1 quarter.
  • Aptus Capital Advisors's Nuveen Municipal Value Fund position peaked at $178K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2023.

Based on Aptus Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.