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

Avantax 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
Q1 		– Sell
-14,007
Closed -$120K – 2299
2024
Q4 		$120K Buy
+14,007
New +$124K ﹤0.01% 2112
2023
Q4 		– Sell
-11,607
Closed -$95.9K – 1647
2023
Q3 		$95.9K Buy
+11,607
New +$98.8K ﹤0.01% 1491
2023
Q2 		– Sell
-17,924
Closed -$158K – 1552
2023
Q1 		$158K Buy
17,924
+176
+1% +$1.56K ﹤0.01% 1396
2022
Q4 		$153K Sell
17,748
-5,266
-23% -$44.9K ﹤0.01% 1338
2022
Q3 		$195K Buy
23,014
+98
+0.4% +$880 ﹤0.01% 1222
2022
Q2 		$205K Sell
22,916
-658
-3% -$5.96K ﹤0.01% 1195
2022
Q1 		$226K Buy
23,574
+63
+0.3% +$619 ﹤0.01% 1138
2021
Q4 		$244K Sell
23,511
-1,063
-4% -$11.5K ﹤0.01% 1075
2021
Q3 		$279K Sell
24,574
-411
-2% -$4.77K ﹤0.01% 960
2021
Q2 		$288K Buy
+24,985
New +$284K 0.01% 920
2021
Q1 		– Sell
-10,944
Closed -$122K – 1063
2020
Q4 		$122K Sell
10,944
-15,618
-59% -$171K ﹤0.01% 903
2020
Q3 		$282K Buy
26,562
+14,770
+125% +$156K ﹤0.01% 1050
2020
Q2 		$119K Buy
11,792
+1,576
+15% +$15.5K ﹤0.01% 815
2020
Q1 		$99K Buy
+10,216
New +$107K ﹤0.01% 760

Other funds holding NUV

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Kovitz Investment Group Partners
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
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

Avantax Advisory Services's NUV Position: Q1 2025 in Review

Avantax Advisory Services sold out of Nuveen Municipal Value Fund (NUV) in Q1 2025, closing a stake of 14,007 shares — an estimated $120K sold.

Avantax Advisory Services first reported a position in NUV in Q1 2020 and held it in 14 quarters. The position peaked at $288K in Q2 2021. 233 funds tracked by Wall St. Rank hold NUV as of Q1 2025.

  • Avantax Advisory Services reported no remaining Nuveen Municipal Value Fund position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 14,007 Nuveen Municipal Value Fund shares in Q1 2025, an estimated $120K.
  • Avantax Advisory Services first reported a position in Nuveen Municipal Value Fund in Q1 2020 and held it in 14 quarters.
  • Avantax Advisory Services's Nuveen Municipal Value Fund position peaked at $288K in Q2 2021.
  • 233 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.