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Golden State Equity Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

Golden State Equity Partners’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
Q2 		– Sell
-21,984
Closed -$198K – 1264
2026
Q1 		$198K Buy
21,984
+2,326
+12% +$21.2K 0.01% 635
2025
Q4 		$178K Buy
19,658
+2,052
+12% +$18.6K 0.03% 481
2025
Q3 		$158K Buy
17,606
+1,540
+10% +$13.4K 0.03% 439
2025
Q2 		$140K Buy
+16,066
New +$138K 0.03% 424

Other funds holding NUV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

Golden State Equity Partners's NUV Position: Q2 2026 in Review

Golden State Equity Partners sold out of Nuveen Municipal Value Fund (NUV) in Q2 2026, closing a stake of 21,984 shares — an estimated $198K sold.

Golden State Equity Partners first reported a position in NUV in Q2 2025 and held it in 4 quarters. The position peaked at $198K in Q1 2026. 140 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Golden State Equity Partners reported no remaining Nuveen Municipal Value Fund position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 21,984 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $198K.
  • Golden State Equity Partners first reported a position in Nuveen Municipal Value Fund in Q2 2025 and held it in 4 quarters.
  • Golden State Equity Partners's Nuveen Municipal Value Fund position peaked at $198K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.