Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Cambridge Investment Research Advisors’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 		$363K Sell
25,273
-35,441
-58% -$503K ﹤0.01% 3037
2026
Q1 		$870K Buy
60,714
+21,566
+55% +$310K ﹤0.01% 2296
2025
Q4 		$560K Buy
39,148
+1,232
+3% +$17.6K ﹤0.01% 2607
2025
Q3 		$538K Buy
37,916
+433
+1% +$5.97K ﹤0.01% 2606
2025
Q2 		$513K Sell
37,483
-166
-0.4% -$2.26K ﹤0.01% 2522
2025
Q1 		$517K Buy
37,649
+1,535
+4% +$21.2K ﹤0.01% 2411
2024
Q4 		$490K Sell
36,114
-3,029
-8% -$42.2K ﹤0.01% 2448
2024
Q3 		$557K Buy
39,143
+24
+0.1% +$336 ﹤0.01% 2318
2024
Q2 		$543K Buy
39,119
+395
+1% +$5.34K ﹤0.01% 2232
2024
Q1 		$523K Buy
38,724
+210
+0.5% +$2.88K ﹤0.01% 2240
2023
Q4 		$525K Buy
38,514
+20,004
+108% +$263K ﹤0.01% 2143
2023
Q3 		$248K Sell
18,510
-4,721
-20% -$63.9K ﹤0.01% 2653
2023
Q2 		$319K Sell
23,231
-3,740
-14% -$51.5K ﹤0.01% 2479
2023
Q1 		$371K Buy
26,971
+17
+0.1% +$237 ﹤0.01% 2298
2022
Q4 		$367K Sell
26,954
-214
-0.8% -$2.87K ﹤0.01% 2268
2022
Q3 		$357K Buy
27,168
+221
+0.8% +$3.11K ﹤0.01% 2230
2022
Q2 		$381K Buy
26,947
+14,383
+114% +$204K ﹤0.01% 2172
2022
Q1 		$185K Sell
12,564
-23,004
-65% -$360K ﹤0.01% 2898
2021
Q4 		$590K Buy
35,568
+282
+0.8% +$4.71K ﹤0.01% 1966
2021
Q3 		$602K Buy
35,286
+1,707
+5% +$29.3K ﹤0.01% 1906
2021
Q2 		$580K Buy
33,579
+2,734
+9% +$46K ﹤0.01% 1934
2021
Q1 		$508K Buy
30,845
+6,028
+24% +$99.6K ﹤0.01% 1898
2020
Q4 		$408K Buy
24,817
+1,606
+7% +$25.9K ﹤0.01% 1909
2020
Q3 		$371K Buy
23,211
+52
+0.2% +$832 ﹤0.01% 1789
2020
Q2 		$362K Sell
23,159
-2,008
-8% -$30.2K ﹤0.01% 1742
2020
Q1 		$394K Sell
25,167
-2,979
-11% -$47.9K ﹤0.01% 1511
2019
Q4 		$456K Buy
28,146
+1,060
+4% +$17.7K ﹤0.01% 1642
2019
Q3 		$448K Buy
27,086
+47
+0.2% +$815 ﹤0.01% 1577
2019
Q2 		$456K Sell
27,039
-1,587
-6% -$26.2K ﹤0.01% 1488
2019
Q1 		$457K Buy
28,626
+1,934
+7% +$30.5K ﹤0.01% 1541
2018
Q4 		$394K Buy
26,692
+2,956
+12% +$43.3K ﹤0.01% 1459
2018
Q3 		$350K Buy
23,736
+10,475
+79% +$160K ﹤0.01% 1693
2018
Q2 		$207K Buy
13,261
+1,919
+17% +$30.1K ﹤0.01% 1999
2018
Q1 		$181K Sell
11,342
-1,230
-10% -$20.1K ﹤0.01% 1982
2017
Q4 		$217K Buy
+12,572
New +$219K ﹤0.01% 1873

Other funds holding NUW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 58% in Q2 2026, selling an estimated $503K and leaving 25,273 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Cambridge Investment Research Advisors first reported a position in NUW in Q4 2017 and has held it in 35 quarters since. The position peaked at $870K in Q1 2026. 19 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Cambridge Investment Research Advisors held 25,273 shares of Nuveen AMT-Free Municipal Value Fund worth $363K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 35,441 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $503K.
  • Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3037 holding.
  • Cambridge Investment Research Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2017 and has held it in 35 quarters since.
  • Cambridge Investment Research Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $870K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

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