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Flagship Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Flagship Wealth Advisors’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 		– Sell
-5,625
Closed -$51K – 391
2025
Q4 		$51K Hold
5,625
– – 0.01% 217
2025
Q3 		$50.5K Hold
5,625
– – 0.02% 216
2025
Q2 		$48.9K Hold
5,625
– – 0.02% 212
2025
Q1 		$49.3K Buy
5,625
+2,500
+80% +$21.9K 0.02% 202
2024
Q4 		$26.8K Buy
+3,125
New +$27.8K 0.02% 232

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

Flagship Wealth Advisors's NUV Position: Q1 2026 in Review

Flagship Wealth Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q1 2026, closing a stake of 5,625 shares — an estimated $51K sold.

Flagship Wealth Advisors first reported a position in NUV in Q4 2024 and held it in 5 quarters. The position peaked at $51K in Q4 2025. 229 funds tracked by Wall St. Rank hold NUV as of Q1 2026.

  • Flagship Wealth Advisors reported no remaining Nuveen Municipal Value Fund position as of Q1 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 5,625 Nuveen Municipal Value Fund shares in Q1 2026, an estimated $51K.
  • Flagship Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2024 and held it in 5 quarters.
  • Flagship Wealth Advisors's Nuveen Municipal Value Fund position peaked at $51K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.