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

Pettinga 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
-14,000
Closed -$126K – 150
2025
Q3 		$126K Sell
14,000
-11,688
-45% -$102K 0.02% 135
2025
Q2 		$223K Sell
25,688
-1,000
-4% -$8.6K 0.05% 121
2025
Q1 		$234K Sell
26,688
-9,250
-26% -$81.1K 0.06% 115
2024
Q4 		$309K Sell
35,938
-67,062
-65% -$596K 0.07% 106
2024
Q3 		$929K Sell
103,000
-75,684
-42% -$668K 0.22% 54
2024
Q2 		$1.54M Sell
178,684
-6,473
-3% -$55.3K 0.39% 45
2024
Q1 		$1.61M Buy
185,157
+51,007
+38% +$444K 0.41% 46
2023
Q4 		$1.15M Buy
+134,150
New +$1.12M 0.31% 54

Other funds holding NUV

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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