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Independent Advisor Alliance’s Nuveen Municipal Value Fund NUV Stock Holding History

Independent Advisor Alliance’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
-30,100
Closed -$271K – 1444
2026
Q1 		$271K Buy
+30,100
New +$275K ﹤0.01% 1374

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

Independent Advisor Alliance's NUV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Nuveen Municipal Value Fund (NUV) in Q2 2026, closing a stake of 30,100 shares — an estimated $271K sold.

Independent Advisor Alliance first reported a position in NUV in Q1 2026 and held it in 1 quarter. The position peaked at $271K in Q1 2026. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Nuveen Municipal Value Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 30,100 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $271K.
  • Independent Advisor Alliance first reported a position in Nuveen Municipal Value Fund in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Nuveen Municipal Value Fund position peaked at $271K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.