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BWM Planning’s Nuveen Municipal Value Fund NUV Stock Holding History

BWM Planning’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
Q4 		– Sell
-12,283
Closed -$110K – 99
2025
Q3 		$110K Buy
+12,283
New +$107K 0.03% 89

Other funds holding NUV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM Planning's NUV Position: Q4 2025 in Review

BWM Planning sold out of Nuveen Municipal Value Fund (NUV) in Q4 2025, closing a stake of 12,283 shares — an estimated $110K sold.

BWM Planning first reported a position in NUV in Q3 2025 and held it in 1 quarter. The position peaked at $110K in Q3 2025. 239 funds tracked by Wall St. Rank hold NUV as of Q4 2025.

  • BWM Planning reported no remaining Nuveen Municipal Value Fund position as of Q4 2025 after selling out during the quarter.
  • BWM Planning sold 12,283 Nuveen Municipal Value Fund shares in Q4 2025, an estimated $110K.
  • BWM Planning first reported a position in Nuveen Municipal Value Fund in Q3 2025 and held it in 1 quarter.
  • BWM Planning's Nuveen Municipal Value Fund position peaked at $110K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2025.

Based on BWM Planning's 13F filing for Q4 2025, filed 14 Jan 2026.