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 Q2	$607K	Hold	42,199	–	–	0.21%	76
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 $1.15B AUM 12.28% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Midwest Financial Group's NUW Position: Q2 2026 in Review

Midwest Financial Group held its Nuveen AMT-Free Municipal Value Fund (NUW) position steady in Q2 2026 at 42,199 shares worth $607K. The position accounts for 0.21% of the portfolio, ranked #76.

Midwest Financial Group first reported a position in NUW in Q1 2023 and has held it in 6 quarters since. The position peaked at $643K in Q3 2025. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

Midwest Financial Group held 42,199 shares of Nuveen AMT-Free Municipal Value Fund worth $607K as of Q2 2026.
Midwest Financial Group left its Nuveen AMT-Free Municipal Value Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Municipal Value Fund made up 0.21% of Midwest Financial Group's portfolio in Q2 2026, its #76 holding.
Midwest Financial Group first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2023 and has held it in 6 quarters since.
Midwest Financial Group's Nuveen AMT-Free Municipal Value Fund position peaked at $643K in Q3 2025.
70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.