High Net Worth Advisory Group’s Nuveen Municipal Value Fund NUV Stock Holding History

High Net Worth Advisory Group’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	$1.2M	Buy	130,200 +7,200	+6%	+$65.7K	0.26%	91
2026 Q1	$1.11M	Buy	123,000 +28,000	+29%	+$256K	0.26%	88
2025 Q4	$861K	Buy	95,000 +25,000	+36%	+$226K	0.2%	110
2025 Q3	$629K	Hold	70,000	–	–	0.15%	120
2025 Q2	$608K	Buy	70,000 +5,000	+8%	+$43K	0.16%	115
2025 Q1	$570K	Hold	65,000	–	–	0.16%	118
2024 Q4	$558K	Buy	65,000 +55,000	+550%	+$489K	0.16%	121
2024 Q3	$90.2K	Hold	10,000	–	–	0.02%	221
2024 Q2	$86.3K	Hold	10,000	–	–	0.03%	215
2024 Q1	$87.1K	Buy	+10,000	New	+$87.1K	0.03%	211

Other funds holding NUV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

High Net Worth Advisory Group's NUV Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Nuveen Municipal Value Fund (NUV) stake by 5.9% in Q2 2026, buying an estimated $65.7K and bringing the position to 130,200 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #91.

High Net Worth Advisory Group first reported a position in NUV in Q1 2024 and has held it in 10 quarters since. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

High Net Worth Advisory Group held 130,200 shares of Nuveen Municipal Value Fund worth $1.2M as of Q2 2026.
High Net Worth Advisory Group bought 7,200 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $65.7K.
Nuveen Municipal Value Fund made up 0.26% of High Net Worth Advisory Group's portfolio in Q2 2026, its #91 holding.
High Net Worth Advisory Group first reported a position in Nuveen Municipal Value Fund in Q1 2024 and has held it in 10 quarters since.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.