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Goelzer Investment Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Goelzer Investment Management’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 		$515K Buy
+35,805
New +$508K 0.02% 232

Other funds holding NUW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Goelzer Investment Management's NUW Position: Q2 2026 in Review

Goelzer Investment Management opened a new position in Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2026: 35,805 shares worth $515K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings.

9 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Goelzer Investment Management held 35,805 shares of Nuveen AMT-Free Municipal Value Fund worth $515K as of Q2 2026.
  • Nuveen AMT-Free Municipal Value Fund was a new Goelzer Investment Management position in Q2 2026.
  • Nuveen AMT-Free Municipal Value Fund made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #232 holding.
  • 9 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.