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IFP Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

IFP Advisors’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 		$9.22K Hold
1,000
– – ﹤0.01% 3453
2026
Q1 		$8.99K Hold
1,000
– – ﹤0.01% 3201
2025
Q4 		$9.06K Sell
1,000
-20,166
-95% -$182K ﹤0.01% 3117
2025
Q3 		$190K Buy
21,166
+225
+1% +$1.96K ﹤0.01% 1313
2025
Q2 		$182K Buy
20,941
+44
+0.2% +$378 0.01% 1314
2025
Q1 		$183K Buy
20,897
+144
+0.7% +$1.26K 0.01% 1216
2024
Q4 		$178K Buy
20,753
+275
+1% +$2.44K 0.01% 1177
2024
Q3 		$185K Buy
20,478
+370
+2% +$3.27K 0.01% 1132
2024
Q2 		$174K Buy
20,108
+193
+1% +$1.65K 0.01% 1110
2024
Q1 		$173K Buy
19,915
+18,764
+1,630% +$163K 0.01% 1065
2023
Q4 		$9.9K Sell
1,151
-4,946
-81% -$41.2K ﹤0.01% 2190
2023
Q3 		$50.4K Buy
6,097
+49
+0.8% +$417 ﹤0.01% 1549
2023
Q2 		$52.6K Buy
6,048
+48
+0.8% +$422 ﹤0.01% 1580
2023
Q1 		$57.4K Buy
6,000
+4,334
+260% +$38.5K ﹤0.01% 1506
2022
Q4 		$16K Sell
1,666
-18,500
-92% -$158K ﹤0.01% 3074
2022
Q3 		$192K Hold
20,166
– – 0.01% 1435
2022
Q2 		$192K Hold
20,166
– – 0.01% 1303
2022
Q1 		$192K Buy
+20,166
New +$198K 0.01% 1303
2019
Q1 		$18K Sell
1,780
-23,249
-93% -$224K ﹤0.01% 1391
2018
Q4 		$232K Sell
25,029
-9,920
-28% -$91.7K 0.01% 808
2018
Q3 		$327K Buy
34,949
+13,391
+62% +$127K 0.01% 843
2018
Q2 		$206K Buy
21,558
+29
+0.1% +$276 0.01% 1047
2018
Q1 		$218K Hold
21,529
– – 0.01% 950
2017
Q4 		$218K Sell
21,529
-1,320
-6% -$13.4K 0.01% 952
2017
Q3 		$234K Sell
22,849
-792
-3% -$8.07K 0.01% 1056
2017
Q2 		$235K Sell
23,641
-1,008
-4% -$10.1K 0.01% 1027
2017
Q1 		$241K Buy
24,649
+13
+0.1% +$126 0.01% 1028
2016
Q4 		$236K Sell
24,636
-2,736
-10% -$26.8K 0.01% 971
2016
Q3 		$290K Sell
27,372
-2,105
-7% -$22.4K 0.02% 825
2016
Q2 		$319K Buy
29,477
+27,697
+1,556% +$292K 0.02% 762
2016
Q1 		$18K Sell
1,780
-36,598
-95% -$375K ﹤0.01% 1390
2015
Q4 		$391K Buy
+38,378
New +$382K 0.03% 558

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

IFP Advisors's NUV Position: Q2 2026 in Review

IFP Advisors held its Nuveen Municipal Value Fund (NUV) position steady in Q2 2026 at 1,000 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

IFP Advisors first reported a position in NUV in Q4 2015 and has held it in 32 quarters since. The position peaked at $391K in Q4 2015. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • IFP Advisors held 1,000 shares of Nuveen Municipal Value Fund worth $9.22K as of Q2 2026.
  • IFP Advisors left its Nuveen Municipal Value Fund share count unchanged in Q2 2026.
  • Nuveen Municipal Value Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3453 holding.
  • IFP Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2015 and has held it in 32 quarters since.
  • IFP Advisors's Nuveen Municipal Value Fund position peaked at $391K in Q4 2015.
  • 234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.