Midwest Financial Group’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Midwest Financial Group’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 Q1	$605K	Sell	42,199 -750	-2%	-$10.8K	0.26%	72
2025 Q4	$615K	Sell	42,949 -2,405	-5%	-$34.4K	0.27%	66
2025 Q3	$643K	Buy	+45,354	New	+$625K	0.31%	60
2023 Q3	–	Sell	-40,325	Closed	-$554K	–	99
2023 Q2	$554K	Buy	40,325 +715	+2%	+$9.85K	0.47%	59
2023 Q1	$545K	Buy	+39,610	New	+$552K	0.5%	52

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Midwest Financial Group's NUW Position: Q1 2026 in Review

Midwest Financial Group reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 1.7% in Q1 2026, selling an estimated $10.8K and leaving 42,199 shares worth $605K. The position accounts for 0.26% of the portfolio, ranked #72.

Midwest Financial Group first reported a position in NUW in Q1 2023 and has held it in 5 quarters since. The position peaked at $643K in Q3 2025. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

Midwest Financial Group held 42,199 shares of Nuveen AMT-Free Municipal Value Fund worth $605K as of Q1 2026.
Midwest Financial Group sold 750 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $10.8K.
Nuveen AMT-Free Municipal Value Fund made up 0.26% of Midwest Financial Group's portfolio in Q1 2026, its #72 holding.
Midwest Financial Group first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2023 and has held it in 5 quarters since.
Midwest Financial Group's Nuveen AMT-Free Municipal Value Fund position peaked at $643K in Q3 2025.
66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.