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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
Q2 		$162K Sell
11,297
-2,020
-15% -$28.7K 0.02% 383
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 $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aviance Capital Partners's NUW Position: Q2 2026 in Review

Aviance Capital Partners reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 15% in Q2 2026, selling an estimated $28.7K and leaving 11,297 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #383.

Aviance Capital Partners first reported a position in NUW in Q3 2025 and has held it in 4 quarters since. The position peaked at $191K in Q1 2026. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Aviance Capital Partners held 11,297 shares of Nuveen AMT-Free Municipal Value Fund worth $162K as of Q2 2026.
  • Aviance Capital Partners sold 2,020 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $28.7K.
  • Nuveen AMT-Free Municipal Value Fund made up 0.02% of Aviance Capital Partners's portfolio in Q2 2026, its #383 holding.
  • Aviance Capital Partners first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2025 and has held it in 4 quarters since.
  • Aviance Capital Partners's Nuveen AMT-Free Municipal Value Fund position peaked at $191K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.