HFS
NUV icon

Howard Financial Services’s Nuveen Municipal Value Fund NUV Stock Holding History

Howard Financial Services’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 		$830K Hold
90,060
– – 0.08% 104
2026
Q1 		$810K Hold
90,060
– – 0.09% 94
2025
Q4 		$816K Buy
+90,060
New +$814K 0.1% 83

Other funds holding NUV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 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 $43.3B AUM 29.3% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return

Howard Financial Services's NUV Position: Q2 2026 in Review

Howard Financial Services held its Nuveen Municipal Value Fund (NUV) position steady in Q2 2026 at 90,060 shares worth $830K. The position accounts for 0.08% of the portfolio, ranked #104.

Howard Financial Services first reported a position in NUV in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Howard Financial Services held 90,060 shares of Nuveen Municipal Value Fund worth $830K as of Q2 2026.
  • Howard Financial Services left its Nuveen Municipal Value Fund share count unchanged in Q2 2026.
  • Nuveen Municipal Value Fund made up 0.08% of Howard Financial Services's portfolio in Q2 2026, its #104 holding.
  • Howard Financial Services first reported a position in Nuveen Municipal Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.