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Melfa Wealth Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Melfa Wealth Management’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$542K Buy
37,694
+4,759
+14% +$67.5K 0.29% 76
2026
Q1 		$472K Buy
32,935
+6
+0% +$86 0.27% 84
2025
Q4 		$471K Buy
32,929
+12
+0% +$171 0.27% 88
2025
Q3 		$467K Buy
32,917
+9
+0% +$124 0.27% 88
2025
Q2 		$450K Buy
32,908
+10
+0% +$136 0.28% 85
2025
Q1 		$452K Sell
32,898
-2,094
-6% -$28.9K 0.31% 82
2024
Q4 		$475K Buy
34,992
+11
+0% +$153 0.32% 83
2024
Q3 		$497K Buy
34,981
+8
+0% +$112 0.33% 81
2024
Q2 		$485K Buy
34,973
+8
+0% +$108 0.34% 75
2024
Q1 		$472K Buy
34,965
+5
+0% +$69 0.34% 76
2023
Q4 		$477K Buy
34,960
+47
+0.1% +$619 0.45% 57
2023
Q3 		$468K Buy
34,913
+58
+0.2% +$785 0.51% 54
2023
Q2 		$479K Buy
34,855
+22
+0.1% +$303 0.49% 56
2023
Q1 		$480K Sell
34,833
-897
-3% -$12.5K 0.48% 56
2022
Q4 		$486K Buy
+35,730
New +$480K 0.51% 54

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Melfa Wealth Management's NUW Position: Q2 2026 in Review

Melfa Wealth Management increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 14% in Q2 2026, buying an estimated $67.5K and bringing the position to 37,694 shares worth $542K. The position accounts for 0.29% of the portfolio, ranked #76.

Melfa Wealth Management first reported a position in NUW in Q4 2022 and has held it in 15 quarters since. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Melfa Wealth Management held 37,694 shares of Nuveen AMT-Free Municipal Value Fund worth $542K as of Q2 2026.
  • Melfa Wealth Management bought 4,759 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $67.5K.
  • Nuveen AMT-Free Municipal Value Fund made up 0.29% of Melfa Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Melfa Wealth Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2022 and has held it in 15 quarters since.
  • 70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.