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Aviance Capital Partners’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Aviance Capital Partners’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
Q1 		$191K Buy
13,317
+288
+2% +$4.14K 0.02% 361
2025
Q4 		$186K Buy
13,029
+30
+0.2% +$429 0.02% 355
2025
Q3 		$184K Buy
+12,999
New +$179K 0.02% 351

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aviance Capital Partners's NUW Position: Q1 2026 in Review

Aviance Capital Partners increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 2.2% in Q1 2026, buying an estimated $4.14K and bringing the position to 13,317 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #361.

Aviance Capital Partners first reported a position in NUW in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • Aviance Capital Partners held 13,317 shares of Nuveen AMT-Free Municipal Value Fund worth $191K as of Q1 2026.
  • Aviance Capital Partners bought 288 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $4.14K.
  • Nuveen AMT-Free Municipal Value Fund made up 0.02% of Aviance Capital Partners's portfolio in Q1 2026, its #361 holding.
  • Aviance Capital Partners first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.