IHT Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

IHT Wealth Management’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	$92.4K	Sell	10,018 -877	-8%	-$8.01K	﹤0.01%	1214
2026 Q1	$97.9K	Buy	+10,895	New	+$99.5K	﹤0.01%	1222
2018 Q2	–	Sell	-1,249	Closed	-$12K	–	1040
2018 Q1	$12K	Hold	1,249	–	–	﹤0.01%	1130
2017 Q4	$13K	Hold	1,249	–	–	﹤0.01%	1116
2017 Q3	$13K	Hold	1,249	–	–	0.01%	891
2017 Q2	$18K	Buy	1,249 +25	+2%	+$250	0.01%	813
2017 Q1	$12K	Hold	1,224	–	–	0.01%	787
2016 Q4	$12K	Buy	+1,224	New	+$12K	0.01%	760

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

IHT Wealth Management's NUV Position: Q2 2026 in Review

IHT Wealth Management reduced its Nuveen Municipal Value Fund (NUV) stake by 8% in Q2 2026, selling an estimated $8.01K and leaving 10,018 shares worth $92.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

IHT Wealth Management first reported a position in NUV in Q4 2016 and has held it in 8 quarters since. The position peaked at $97.9K in Q1 2026. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

IHT Wealth Management held 10,018 shares of Nuveen Municipal Value Fund worth $92.4K as of Q2 2026.
IHT Wealth Management sold 877 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $8.01K.
Nuveen Municipal Value Fund made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1214 holding.
IHT Wealth Management first reported a position in Nuveen Municipal Value Fund in Q4 2016 and has held it in 8 quarters since.
IHT Wealth Management's Nuveen Municipal Value Fund position peaked at $97.9K in Q1 2026.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.