Lido Advisors
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Lido Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Lido 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 		$216K Buy
23,293
+6,500
+39% +$59.3K ﹤0.01% 1926
2026
Q1 		$151K Buy
16,793
+1,438
+9% +$13.1K ﹤0.01% 1816
2025
Q4 		$138K Hold
15,355
– – ﹤0.01% 1818
2025
Q3 		$138K Buy
+15,355
New +$134K ﹤0.01% 1731
2025
Q2 		– Sell
-13,242
Closed -$116K – 1724
2025
Q1 		$116K Buy
+13,242
New +$116K ﹤0.01% 1435

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

Lido Advisors's NUV Position: Q2 2026 in Review

Lido Advisors increased its Nuveen Municipal Value Fund (NUV) stake by 39% in Q2 2026, buying an estimated $59.3K and bringing the position to 23,293 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Lido Advisors first reported a position in NUV in Q1 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Lido Advisors held 23,293 shares of Nuveen Municipal Value Fund worth $216K as of Q2 2026.
  • Lido Advisors bought 6,500 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $59.3K.
  • Nuveen Municipal Value Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1926 holding.
  • Lido Advisors first reported a position in Nuveen Municipal Value Fund in Q1 2025 and has held it in 5 quarters since.
  • 234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.