MA
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Mutual Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Mutual 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
Q1 		$200K Buy
22,192
+11,044
+99% +$101K ﹤0.01% 1275
2025
Q4 		$101K Buy
+11,148
New +$101K ﹤0.01% 1274
2023
Q4 		– Sell
-12,042
Closed -$99.5K – 1050
2023
Q3 		$99.5K Hold
12,042
– – ﹤0.01% 945
2023
Q2 		$105K Sell
12,042
-208
-2% -$1.83K ﹤0.01% 969
2023
Q1 		$108K Hold
12,250
– – ﹤0.01% 948
2022
Q4 		$105K Buy
12,250
+208
+2% +$1.77K ﹤0.01% 900
2022
Q3 		$102K Buy
+12,042
New +$108K 0.01% 849

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return