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Farther Finance Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Farther Finance 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
Q2 		$13.9K Sell
967
-4,200
-81% -$59.6K ﹤0.01% 4220
2026
Q1 		$74.4K Buy
5,167
+4,200
+434% +$60.3K ﹤0.01% 2724
2025
Q4 		$13.8K Hold
967
– – ﹤0.01% 3695
2025
Q3 		$13.7K Hold
967
– – ﹤0.01% 3269
2025
Q2 		$13.2K Hold
967
– – ﹤0.01% 2926
2025
Q1 		$13.4K Buy
+967
New +$13.3K ﹤0.01% 2597

Other funds holding NUW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Farther Finance Advisors's NUW Position: Q2 2026 in Review

Farther Finance Advisors reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 81% in Q2 2026, selling an estimated $59.6K and leaving 967 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4220.

Farther Finance Advisors first reported a position in NUW in Q1 2025 and has held it in 6 quarters since. The position peaked at $74.4K in Q1 2026. 9 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Farther Finance Advisors held 967 shares of Nuveen AMT-Free Municipal Value Fund worth $13.9K as of Q2 2026.
  • Farther Finance Advisors sold 4,200 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $59.6K.
  • Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4220 holding.
  • Farther Finance Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $74.4K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.