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

Kingsview 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	$116K	Sell	12,541 -1,706	-12%	-$15.6K	﹤0.01%	1387
2026 Q1	$128K	Buy	14,247 +2,278	+19%	+$20.8K	﹤0.01%	1283
2025 Q4	$108K	Sell	11,969 -606	-5%	-$5.48K	﹤0.01%	1211
2025 Q3	$113K	Buy	+12,575	New	+$110K	﹤0.01%	1172
2022 Q4	–	Sell	-14,197	Closed	-$120K	–	887
2022 Q3	$120K	Hold	14,197	–	–	0.01%	791
2022 Q2	$127K	Sell	14,197 -7,363	-34%	-$66.7K	0.01%	783
2022 Q1	$207K	Buy	21,560 +475	+2%	+$4.67K	0.01%	809
2021 Q4	$219K	Hold	21,085	–	–	0.01%	834
2021 Q3	$239K	Hold	21,085	–	–	0.01%	754
2021 Q2	$244K	Hold	21,085	–	–	0.01%	769
2021 Q1	$235K	Hold	21,085	–	–	0.01%	719
2020 Q4	$234K	Hold	21,085	–	–	0.02%	610
2020 Q3	$225K	Hold	21,085	–	–	0.02%	548
2020 Q2	$215K	Hold	21,085	–	–	0.02%	519
2020 Q1	$206K	Hold	21,085	–	–	0.03%	426
2019 Q4	$226K	Buy	+21,085	New	+$222K	0.03%	424

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

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

Kingsview Wealth Management reduced its Nuveen Municipal Value Fund (NUV) stake by 12% in Q2 2026, selling an estimated $15.6K and leaving 12,541 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Kingsview Wealth Management first reported a position in NUV in Q4 2019 and has held it in 16 quarters since. The position peaked at $244K in Q2 2021. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

Kingsview Wealth Management held 12,541 shares of Nuveen Municipal Value Fund worth $116K as of Q2 2026.
Kingsview Wealth Management sold 1,706 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $15.6K.
Nuveen Municipal Value Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1387 holding.
Kingsview Wealth Management first reported a position in Nuveen Municipal Value Fund in Q4 2019 and has held it in 16 quarters since.
Kingsview Wealth Management's Nuveen Municipal Value Fund position peaked at $244K in Q2 2021.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.