IVC Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

IVC Wealth 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	$118K	Hold	12,845	–	–	0.05%	177
2026 Q1	$115K	Hold	12,845	–	–	0.05%	173
2025 Q4	$116K	Hold	12,845	–	–	0.05%	179
2025 Q3	$115K	Hold	12,845	–	–	0.05%	182
2025 Q2	$112K	Hold	12,845	–	–	0.05%	173
2025 Q1	$113K	Hold	12,845	–	–	0.06%	162
2024 Q4	$110K	Hold	12,845	–	–	0.06%	151
2024 Q3	$116K	Hold	12,845	–	–	0.06%	163
2024 Q2	$111K	Hold	12,845	–	–	0.06%	164
2024 Q1	$112K	Hold	12,845	–	–	0.06%	161
2023 Q4	$110K	Hold	12,845	–	–	0.07%	158
2023 Q3	$106K	Hold	12,845	–	–	0.07%	148
2023 Q2	$112K	Buy	+12,845	New	+$113K	0.07%	156
2021 Q2	–	Sell	-12,845	Closed	-$143K	–	135
2021 Q1	$143K	Hold	12,845	–	–	0.11%	125
2020 Q4	$143K	Buy	+12,845	New	+$140K	0.14%	111

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

IVC Wealth Advisors's NUV Position: Q2 2026 in Review

IVC Wealth Advisors held its Nuveen Municipal Value Fund (NUV) position steady in Q2 2026 at 12,845 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #177.

IVC Wealth Advisors first reported a position in NUV in Q4 2020 and has held it in 15 quarters since. The position peaked at $143K in Q1 2021. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

IVC Wealth Advisors held 12,845 shares of Nuveen Municipal Value Fund worth $118K as of Q2 2026.
IVC Wealth Advisors left its Nuveen Municipal Value Fund share count unchanged in Q2 2026.
Nuveen Municipal Value Fund made up 0.05% of IVC Wealth Advisors's portfolio in Q2 2026, its #177 holding.
IVC Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2020 and has held it in 15 quarters since.
IVC Wealth Advisors's Nuveen Municipal Value Fund position peaked at $143K in Q1 2021.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.