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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Petra Financial Advisors's NUV Position: Q4 2025 in Review

Petra Financial Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q4 2025, closing a stake of 14,152 shares — an estimated $127K sold.

Petra Financial Advisors first reported a position in NUV in Q4 2022 and held it in 12 quarters. The position peaked at $140K in Q3 2024. 239 funds tracked by Wall St. Rank hold NUV as of Q4 2025.

Petra Financial Advisors reported no remaining Nuveen Municipal Value Fund position as of Q4 2025 after selling out during the quarter.
Petra Financial Advisors sold 14,152 Nuveen Municipal Value Fund shares in Q4 2025, an estimated $127K.
Petra Financial Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2022 and held it in 12 quarters.
Petra Financial Advisors's Nuveen Municipal Value Fund position peaked at $140K in Q3 2024.
239 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2025.

Based on Petra Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.