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EverSource Wealth Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-1,500
Closed -$21.5K – 4471
2025
Q4 		$21.5K Buy
+1,500
New +$21.4K ﹤0.01% 2342

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

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

EverSource Wealth Advisors sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2026, closing a stake of 1,500 shares — an estimated $21.5K sold.

EverSource Wealth Advisors first reported a position in NUW in Q4 2025 and held it in 1 quarter. The position peaked at $21.5K in Q4 2025. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,500 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $21.5K.
  • EverSource Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $21.5K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

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