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

EverSource Wealth Advisors’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
Q1 		– Sell
-3,100
Closed -$28.1K – 4470
2025
Q4 		$28.1K Buy
+3,100
New +$28K ﹤0.01% 2160

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

EverSource Wealth Advisors's NUV Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q1 2026, closing a stake of 3,100 shares — an estimated $28.1K sold.

EverSource Wealth Advisors first reported a position in NUV in Q4 2025 and held it in 1 quarter. The position peaked at $28.1K in Q4 2025. 229 funds tracked by Wall St. Rank hold NUV as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Nuveen Municipal Value Fund position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3,100 Nuveen Municipal Value Fund shares in Q1 2026, an estimated $28.1K.
  • EverSource Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Nuveen Municipal Value Fund position peaked at $28.1K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.