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
Q2 		$205K Buy
14,280
+2,826
+25% +$40.1K ﹤0.01% 4476
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 $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers's NUW Position: Q2 2026 in Review

Cetera Investment Advisers increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 25% in Q2 2026, buying an estimated $40.1K and bringing the position to 14,280 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #4476.

Cetera Investment Advisers first reported a position in NUW in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Cetera Investment Advisers held 14,280 shares of Nuveen AMT-Free Municipal Value Fund worth $205K as of Q2 2026.
  • Cetera Investment Advisers bought 2,826 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $40.1K.
  • Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4476 holding.
  • Cetera Investment Advisers first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.