Atria Wealth Solutions’s Nuveen Municipal Value Fund NUV Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-63,739	Closed	-$548K	–	2014
2024 Q4	$548K	Buy	+63,739	New	+$566K	0.01%	1228
2024 Q3	–	Sell	-10,199	Closed	-$88.3K	–	2014
2024 Q2	$88.3K	Sell	10,199 -38,357	-79%	-$328K	﹤0.01%	1863
2024 Q1	$424K	Hold	48,556	–	–	﹤0.01%	1342
2023 Q4	$418K	Hold	48,556	–	–	0.01%	1305
2023 Q3	$402K	Hold	48,556	–	–	0.01%	1242
2023 Q2	$424K	Hold	48,556	–	–	0.01%	1236
2023 Q1	$429K	Hold	48,556	–	–	0.01%	1211
2022 Q4	$418K	Hold	48,556	–	–	0.01%	1178
2022 Q3	$412K	Buy	+48,556	New	+$436K	0.01%	1137

Other funds holding NUV

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

HWAM

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

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

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

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Atria Wealth Solutions's NUV Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Nuveen Municipal Value Fund (NUV) in Q1 2025, closing a stake of 63,739 shares — an estimated $548K sold.

Atria Wealth Solutions first reported a position in NUV in Q3 2022 and held it in 9 quarters. The position peaked at $548K in Q4 2024. 233 funds tracked by Wall St. Rank hold NUV as of Q1 2025.

Atria Wealth Solutions reported no remaining Nuveen Municipal Value Fund position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 63,739 Nuveen Municipal Value Fund shares in Q1 2025, an estimated $548K.
Atria Wealth Solutions first reported a position in Nuveen Municipal Value Fund in Q3 2022 and held it in 9 quarters.
Atria Wealth Solutions's Nuveen Municipal Value Fund position peaked at $548K in Q4 2024.
233 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.