PFA
NUV icon

Petra Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Petra Financial 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
2025
Q4 		– Sell
-14,152
Closed -$127K – 147
2025
Q3 		$127K Buy
14,152
+114
+0.8% +$993 0.07% 136
2025
Q2 		$122K Sell
14,038
-1,462
-9% -$12.6K 0.08% 137
2025
Q1 		$136K Hold
15,500
– – 0.11% 118
2024
Q4 		$133K Hold
15,500
– – 0.09% 136
2024
Q3 		$140K Hold
15,500
– – 0.09% 131
2024
Q2 		$134K Hold
15,500
– – 0.1% 120
2024
Q1 		$135K Hold
15,500
– – 0.1% 121
2023
Q4 		$133K Hold
15,500
– – 0.11% 111
2023
Q3 		$128K Hold
15,500
– – 0.11% 122
2023
Q2 		$135K Hold
15,500
– – 0.12% 104
2023
Q1 		$137K Hold
15,500
– – 0.14% 79
2022
Q4 		$133K Buy
+15,500
New +$132K 0.15% 93

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return