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

Capital Advisors Wealth Management’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
Q3 		$515K Buy
62,063
+6,284
+11% +$56K 0.06% 143
2026
Q2 		$514K Buy
55,779
+5,609
+11% +$51.2K 0.06% 140
2026
Q1 		$451K Buy
50,170
+13,450
+37% +$123K 0.06% 140
2025
Q4 		$333K Buy
36,720
+8,668
+31% +$78.4K 0.05% 161
2025
Q3 		$252K Buy
28,052
+5,720
+26% +$49.8K 0.04% 189
2025
Q2 		$194K Buy
22,332
+7,530
+51% +$64.7K 0.03% 187
2025
Q1 		$130K Buy
+14,802
New +$130K 0.02% 178

Other funds holding NUV

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Capital Advisors Wealth Management's NUV Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Nuveen Municipal Value Fund (NUV) stake by 11% in Q3 2026, buying an estimated $56K and bringing the position to 62,063 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #143.

Capital Advisors Wealth Management first reported a position in NUV in Q1 2025 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold NUV as of Q3 2026.

  • Capital Advisors Wealth Management held 62,063 shares of Nuveen Municipal Value Fund worth $515K as of Q3 2026.
  • Capital Advisors Wealth Management bought 6,284 Nuveen Municipal Value Fund shares in Q3 2026, an estimated $56K.
  • Nuveen Municipal Value Fund made up 0.06% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Capital Advisors Wealth Management first reported a position in Nuveen Municipal Value Fund in Q1 2025 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.