Global Retirement Partners’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Global Retirement Partners’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
2025 Q4	$10.5K	Buy	+732	New	+$10.5K	﹤0.01%	3137

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HWAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's NUW Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2025: 732 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #3137 among its holdings.

64 funds tracked by Wall St. Rank hold NUW as of Q4 2025.

Global Retirement Partners held 732 shares of Nuveen AMT-Free Municipal Value Fund worth $10.5K as of Q4 2025.
Nuveen AMT-Free Municipal Value Fund was a new Global Retirement Partners position in Q4 2025.
Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3137 holding.
64 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.