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

Financial Gravity Companies’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
2025
Q2 		$17.4K Buy
+2,000
New +$17.2K ﹤0.01% 476
2024
Q4 		$17.2K Buy
+2,000
New +$17.8K ﹤0.01% 469

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Gravity Companies's NUV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Nuveen Municipal Value Fund (NUV) in Q2 2025: 2,000 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NUV as recently as Q4 2024.

Financial Gravity Companies first reported a position in NUV in Q4 2024 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold NUV as of Q2 2025.

  • Financial Gravity Companies held 2,000 shares of Nuveen Municipal Value Fund worth $17.4K as of Q2 2025.
  • Nuveen Municipal Value Fund was a new Financial Gravity Companies position in Q2 2025.
  • Nuveen Municipal Value Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #476 holding.
  • Financial Gravity Companies first reported a position in Nuveen Municipal Value Fund in Q4 2024 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.