Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Cambridge Investment Research 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 		$4.32M Buy
468,117
+15,046
+3% +$137K 0.01% 1060
2026
Q1 		$4.07M Buy
453,071
+41,877
+10% +$382K 0.01% 1087
2025
Q4 		$3.73M Buy
411,194
+62,209
+18% +$562K 0.01% 1090
2025
Q3 		$3.13M Sell
348,985
-46,573
-12% -$406K 0.01% 1189
2025
Q2 		$3.44M Sell
395,558
-47,570
-11% -$409K 0.01% 1070
2025
Q1 		$3.89M Sell
443,128
-25,089
-5% -$220K 0.01% 932
2024
Q4 		$4.02M Sell
468,217
-1,414
-0.3% -$12.6K 0.01% 922
2024
Q3 		$4.24M Sell
469,631
-32,577
-6% -$288K 0.01% 893
2024
Q2 		$4.33M Sell
502,208
-26,165
-5% -$224K 0.02% 832
2024
Q1 		$4.6M Sell
528,373
-15,508
-3% -$135K 0.02% 795
2023
Q4 		$4.68M Sell
543,881
-60,984
-10% -$508K 0.02% 737
2023
Q3 		$5M Buy
604,865
+39,230
+7% +$334K 0.02% 648
2023
Q2 		$4.92M Buy
565,635
+11,990
+2% +$105K 0.02% 666
2023
Q1 		$4.88M Sell
553,645
-62,271
-10% -$553K 0.02% 642
2022
Q4 		$5.3M Sell
615,916
-319,992
-34% -$2.73M 0.03% 581
2022
Q3 		$7.92M Buy
935,908
+44,047
+5% +$395K 0.04% 391
2022
Q2 		$7.96M Buy
891,861
+47,222
+6% +$428K 0.04% 401
2022
Q1 		$8.09M Buy
844,639
+12,589
+2% +$124K 0.04% 454
2021
Q4 		$8.64M Sell
832,050
-12,900
-2% -$140K 0.04% 427
2021
Q3 		$9.56M Sell
844,950
-16,777
-2% -$195K 0.05% 369
2021
Q2 		$9.94M Buy
861,727
+35,956
+4% +$409K 0.05% 369
2021
Q1 		$9.2M Buy
825,771
+33,003
+4% +$368K 0.05% 359
2020
Q4 		$8.8M Buy
792,768
+35,140
+5% +$384K 0.05% 336
2020
Q3 		$8.08M Buy
757,628
+15,277
+2% +$162K 0.05% 324
2020
Q2 		$7.57M Buy
742,351
+102,171
+16% +$1M 0.06% 315
2020
Q1 		$6.25M Buy
640,180
+17,089
+3% +$180K 0.06% 295
2019
Q4 		$6.67M Sell
623,091
-2,439
-0.4% -$25.6K 0.05% 365
2019
Q3 		$6.57M Buy
625,530
+12,488
+2% +$129K 0.06% 317
2019
Q2 		$6.24M Buy
613,042
+29,259
+5% +$293K 0.06% 326
2019
Q1 		$5.84M Buy
583,783
+72,133
+14% +$696K 0.06% 319
2018
Q4 		$4.74M Buy
511,650
+73,834
+17% +$682K 0.05% 343
2018
Q3 		$4.1M Buy
437,816
+9,405
+2% +$89.2K 0.04% 429
2018
Q2 		$4.1M Buy
428,411
+9,041
+2% +$85.9K 0.04% 394
2018
Q1 		$3.97M Buy
419,370
+41,268
+11% +$398K 0.04% 381
2017
Q4 		$3.83M Buy
378,102
+26,714
+8% +$272K 0.05% 377
2017
Q3 		$3.6M Buy
351,388
+18,102
+5% +$184K 0.05% 345
2017
Q2 		$3.32M Sell
333,286
-19,004
-5% -$190K 0.05% 352
2017
Q1 		$3.44M Buy
352,290
+51,104
+17% +$496K 0.06% 306
2016
Q4 		$2.88M Buy
301,186
+17,676
+6% +$173K 0.05% 322
2016
Q3 		$3M Sell
283,510
-3,250
-1% -$34.6K 0.06% 308
2016
Q2 		$3.1M Sell
286,760
-26,650
-9% -$281K 0.07% 281
2016
Q1 		$3.29M Buy
313,410
+4,148
+1% +$42.5K 0.07% 255
2015
Q4 		$3.15M Sell
309,262
-6,937
-2% -$69K 0.07% 257
2015
Q3 		$3.1M Buy
316,199
+83,386
+36% +$809K 0.09% 225
2015
Q2 		$2.24M Sell
232,813
-18,357
-7% -$179K 0.06% 287
2015
Q1 		$2.49M Buy
251,170
+27,083
+12% +$269K 0.07% 266
2014
Q4 		$2.16M Buy
224,087
+17,299
+8% +$165K 0.07% 278
2014
Q3 		$1.95M Buy
206,788
+27,565
+15% +$260K 0.06% 325
2014
Q2 		$1.73M Buy
179,223
+28,766
+19% +$277K 0.06% 308
2014
Q1 		$1.42M Sell
150,457
-1,911
-1% -$18K 0.05% 334
2013
Q4 		$1.38M Buy
152,368
+3,862
+3% +$34.5K 0.06% 318
2013
Q3 		$1.36M Buy
148,506
+50,898
+52% +$464K 0.06% 294
2013
Q2 		$934K Buy
+97,608
New +$986K 0.05% 337

Other funds holding NUV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
CNBTD
Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

Cambridge Investment Research Advisors's NUV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Nuveen Municipal Value Fund (NUV) stake by 3.3% in Q2 2026, buying an estimated $137K and bringing the position to 468,117 shares worth $4.32M. The position accounts for 0.01% of the portfolio, ranked #1060.

Cambridge Investment Research Advisors first reported a position in NUV in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.94M in Q2 2021. 87 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Cambridge Investment Research Advisors held 468,117 shares of Nuveen Municipal Value Fund worth $4.32M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 15,046 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $137K.
  • Nuveen Municipal Value Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1060 holding.
  • Cambridge Investment Research Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Nuveen Municipal Value Fund position peaked at $9.94M in Q2 2021.
  • 87 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.