Dynamic Advisor Solutions’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Dynamic Advisor Solutions’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 Q3	$536K	Sell	40,442 -130	-0.3%	-$1.8K	0.02%	647
2026 Q2	$583K	Sell	40,572 -200	-0.5%	-$2.84K	0.02%	638
2026 Q1	$584K	Hold	40,772	–	–	0.02%	600
2025 Q4	$583K	Hold	40,772	–	–	0.02%	591
2025 Q3	$578K	Hold	40,772	–	–	0.02%	585
2025 Q2	$558K	Hold	40,772	–	–	0.02%	579
2025 Q1	$560K	Hold	40,772	–	–	0.02%	554
2024 Q4	$554K	Buy	+40,772	New	+$568K	0.02%	413
2021 Q4	–	Sell	-10,277	Closed	-$175K	–	775
2021 Q3	$175K	Buy	10,277 +90	+0.9%	+$1.54K	0.01%	706
2021 Q2	$176K	Buy	+10,187	New	+$172K	0.01%	691

Other funds holding NUW

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

MFG

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Dynamic Advisor Solutions's NUW Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 0.32% in Q3 2026, selling an estimated $1.8K and leaving 40,442 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #647.

Dynamic Advisor Solutions first reported a position in NUW in Q2 2021 and has held it in 10 quarters since. The position peaked at $584K in Q1 2026. 9 funds tracked by Wall St. Rank hold NUW as of Q3 2026.

Dynamic Advisor Solutions held 40,442 shares of Nuveen AMT-Free Municipal Value Fund worth $536K as of Q3 2026.
Dynamic Advisor Solutions sold 130 Nuveen AMT-Free Municipal Value Fund shares in Q3 2026, an estimated $1.8K.
Nuveen AMT-Free Municipal Value Fund made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #647 holding.
Dynamic Advisor Solutions first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2021 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Nuveen AMT-Free Municipal Value Fund position peaked at $584K in Q1 2026.
9 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.