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Financial Gravity Asset Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Financial Gravity Asset Management’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 		$18K Buy
+2,000
New +$18.3K ﹤0.01% 462
2025
Q1 		$17.5K Buy
+2,000
New +$17.5K ﹤0.01% 498

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

Financial Gravity Asset Management's NUV Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Nuveen Municipal Value Fund (NUV) in Q1 2026: 2,000 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in NUV as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in NUV in Q1 2025 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold NUV as of Q1 2026.

  • Financial Gravity Asset Management held 2,000 shares of Nuveen Municipal Value Fund worth $18K as of Q1 2026.
  • Nuveen Municipal Value Fund was a new Financial Gravity Asset Management position in Q1 2026.
  • Nuveen Municipal Value Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #462 holding.
  • Financial Gravity Asset Management first reported a position in Nuveen Municipal Value Fund in Q1 2025 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.