Cetera Investment Advisers
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Cetera Investment Advisers’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Cetera Investment Advisers’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
Q1 		$164K Buy
11,454
+36
+0.3% +$517 ﹤0.01% 4337
2025
Q4 		$163K Buy
+11,418
New +$163K ﹤0.01% 4280

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers's NUW Position: Q1 2026 in Review

Cetera Investment Advisers increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 0.32% in Q1 2026, buying an estimated $517 and bringing the position to 11,454 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #4337.

Cetera Investment Advisers first reported a position in NUW in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • Cetera Investment Advisers held 11,454 shares of Nuveen AMT-Free Municipal Value Fund worth $164K as of Q1 2026.
  • Cetera Investment Advisers bought 36 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $517.
  • Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4337 holding.
  • Cetera Investment Advisers first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.