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 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 $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Kingsview Wealth Management's NUV Position: Q1 2026 in Review

Kingsview Wealth Management increased its Nuveen Municipal Value Fund (NUV) stake by 19% in Q1 2026, buying an estimated $20.8K and bringing the position to 14,247 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Kingsview Wealth Management first reported a position in NUV in Q4 2019 and has held it in 15 quarters since. The position peaked at $244K in Q2 2021. 229 funds tracked by Wall St. Rank hold NUV as of Q1 2026.

Kingsview Wealth Management held 14,247 shares of Nuveen Municipal Value Fund worth $128K as of Q1 2026.
Kingsview Wealth Management bought 2,278 Nuveen Municipal Value Fund shares in Q1 2026, an estimated $20.8K.
Nuveen Municipal Value Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1283 holding.
Kingsview Wealth Management first reported a position in Nuveen Municipal Value Fund in Q4 2019 and has held it in 15 quarters since.
Kingsview Wealth Management's Nuveen Municipal Value Fund position peaked at $244K in Q2 2021.
229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.