Focus Partners Wealth
NUV icon

Focus Partners Wealth’s Nuveen Municipal Value Fund NUV Stock Holding History

Focus Partners Wealth’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 		$541K Sell
60,170
-1,821,235
-97% -$16.6M ﹤0.01% 1887
2025
Q4 		$17M Buy
1,881,405
+1,826,181
+3,307% +$16.5M 0.02% 529
2025
Q3 		$496K Sell
55,224
-6,369
-10% -$55.5K ﹤0.01% 1617
2025
Q2 		$535K Sell
61,593
-53
-0.1% -$456 ﹤0.01% 1414
2025
Q1 		$541K Buy
61,646
+31,000
+101% +$272K ﹤0.01% 1312
2024
Q4 		$263K Buy
+30,646
New +$272K ﹤0.01% 1610

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GC
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HWAM
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Raymond James Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return