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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
2026
Q2 		$18.4K Buy
+2,000
New +$18.3K ﹤0.01% 480
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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Financial Gravity Companies's NUV Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Nuveen Municipal Value Fund (NUV) in Q2 2026: 2,000 shares worth $18.4K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NUV as recently as Q2 2025.

Financial Gravity Companies first reported a position in NUV in Q4 2024 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Financial Gravity Companies held 2,000 shares of Nuveen Municipal Value Fund worth $18.4K as of Q2 2026.
  • Nuveen Municipal Value Fund was a new Financial Gravity Companies position in Q2 2026.
  • Nuveen Municipal Value Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #480 holding.
  • Financial Gravity Companies first reported a position in Nuveen Municipal Value Fund in Q4 2024 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.