FNY Investment Advisers’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

FNY Investment Advisers’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	$1K	Hold	100	–	–	﹤0.01%	795
2026 Q1	$1K	Buy	+100	New	+$1.44K	﹤0.01%	713
2025 Q4	–	Sell	-100	Closed	-$1K	–	1310
2025 Q3	$1K	Hold	100	–	–	﹤0.01%	1161
2025 Q2	$1K	Buy	+100	New	+$1.36K	﹤0.01%	905
2024 Q4	–	Sell	-100	Closed	-$1K	–	854
2024 Q3	$1K	Buy	+100	New	+$1.4K	﹤0.01%	633
2024 Q2	–	Sell	-100	Closed	-$1	–	699
2024 Q1	$1	Buy	+100	New	+$1.37K	﹤0.01%	633
2023 Q4	–	Sell	-100	Closed	-$1K	–	702
2023 Q3	$1K	Hold	100	–	–	﹤0.01%	573
2023 Q2	$1K	Hold	100	–	–	﹤0.01%	488
2023 Q1	$1K	Buy	+100	New	+$1.4K	﹤0.01%	517
2022 Q4	–	Sell	-100	Closed	-$1K	–	673
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	597
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	638
2022 Q1	$1K	Buy	+100	New	+$1.56K	﹤0.01%	681
2019 Q4	–	Sell	-172	Closed	-$2K	–	988
2019 Q3	$2K	Buy	172 +10	+6%	+$173	﹤0.01%	750
2019 Q2	$2K	Buy	162 +20	+14%	+$330	﹤0.01%	841
2019 Q1	$2K	Buy	+142	New	+$2.24K	﹤0.01%	598
2018 Q4	–	Sell	-90	Closed	-$1K	–	928
2018 Q3	$1K	Hold	90	–	–	﹤0.01%	807
2018 Q2	$1K	Buy	+90	New	+$1.41K	﹤0.01%	951

Other funds holding NUW

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

MFG

Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FNY Investment Advisers's NUW Position: Q2 2026 in Review

FNY Investment Advisers held its Nuveen AMT-Free Municipal Value Fund (NUW) position steady in Q2 2026 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

FNY Investment Advisers first reported a position in NUW in Q2 2018 and has held it in 17 quarters since. The position peaked at $2K in Q3 2019. 39 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

FNY Investment Advisers held 100 shares of Nuveen AMT-Free Municipal Value Fund worth $1K as of Q2 2026.
FNY Investment Advisers left its Nuveen AMT-Free Municipal Value Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #795 holding.
FNY Investment Advisers first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2018 and has held it in 17 quarters since.
FNY Investment Advisers's Nuveen AMT-Free Municipal Value Fund position peaked at $2K in Q3 2019.
39 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.