BlueChip Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

BlueChip Wealth 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
2026 Q2	$235K	Buy	+25,445	New	+$232K	0.09%	157
2026 Q1	–	Sell	-25,445	Closed	-$231K	–	163
2025 Q4	$231K	Hold	25,445	–	–	0.1%	146
2025 Q3	$228K	Hold	25,445	–	–	0.1%	144
2025 Q2	$221K	Hold	25,445	–	–	0.1%	159
2025 Q1	$223K	Hold	25,445	–	–	0.11%	141
2024 Q4	$219K	Hold	25,445	–	–	0.12%	128
2024 Q3	$230K	Sell	25,445 -11,500	-31%	-$102K	0.12%	139
2024 Q2	$319K	Hold	36,945	–	–	0.19%	99
2024 Q1	$322K	Buy	36,945 +11,500	+45%	+$100K	0.21%	89
2023 Q4	$219K	Buy	+25,445	New	+$212K	0.15%	106

Other funds holding NUV

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlueChip Wealth Advisors's NUV Position: Q2 2026 in Review

BlueChip Wealth Advisors opened a new position in Nuveen Municipal Value Fund (NUV) in Q2 2026: 25,445 shares worth $235K. The stake represents 0.09% of the portfolio and ranks #157 among its holdings. This is a return to the name: BlueChip Wealth Advisors previously reported a position in NUV as recently as Q4 2025.

BlueChip Wealth Advisors first reported a position in NUV in Q4 2023 and has held it in 10 quarters since. The position peaked at $322K in Q1 2024. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

BlueChip Wealth Advisors held 25,445 shares of Nuveen Municipal Value Fund worth $235K as of Q2 2026.
Nuveen Municipal Value Fund was a new BlueChip Wealth Advisors position in Q2 2026.
Nuveen Municipal Value Fund made up 0.09% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #157 holding.
BlueChip Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2023 and has held it in 10 quarters since.
BlueChip Wealth Advisors's Nuveen Municipal Value Fund position peaked at $322K in Q1 2024.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.