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Center for Financial Planning’s Nuveen Municipal Value Fund NUV Stock Holding History

Center for Financial 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
2026
Q2 		$19.2K Hold
2,084
– – ﹤0.01% 426
2026
Q1 		$18.7K Hold
2,084
– – ﹤0.01% 421
2025
Q4 		$18.9K Sell
2,084
-12,000
-85% -$108K ﹤0.01% 422
2025
Q3 		$126K Buy
+14,084
New +$123K 0.01% 205

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
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
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Center for Financial Planning's NUV Position: Q2 2026 in Review

Center for Financial Planning held its Nuveen Municipal Value Fund (NUV) position steady in Q2 2026 at 2,084 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Center for Financial Planning first reported a position in NUV in Q3 2025 and has held it in 4 quarters since. The position peaked at $126K in Q3 2025. 68 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Center for Financial Planning held 2,084 shares of Nuveen Municipal Value Fund worth $19.2K as of Q2 2026.
  • Center for Financial Planning left its Nuveen Municipal Value Fund share count unchanged in Q2 2026.
  • Nuveen Municipal Value Fund made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #426 holding.
  • Center for Financial Planning first reported a position in Nuveen Municipal Value Fund in Q3 2025 and has held it in 4 quarters since.
  • Center for Financial Planning's Nuveen Municipal Value Fund position peaked at $126K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.