Physician Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Physician Wealth 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 Q2	$23.1K	Hold	2,505	–	–	﹤0.01%	618
2026 Q1	$22.5K	Hold	2,505	–	–	﹤0.01%	586
2025 Q4	$22.7K	Buy	2,505 +1,000	+66%	+$9.04K	﹤0.01%	554
2025 Q3	$13.5K	Sell	1,505 -12,877	-90%	-$112K	﹤0.01%	667
2025 Q2	$125K	Buy	14,382 +62	+0.4%	+$533	0.02%	241
2025 Q1	$126K	Buy	14,320 +265	+2%	+$2.32K	0.02%	229
2024 Q4	$121K	Buy	+14,055	New	+$125K	0.02%	236

Other funds holding NUV

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Physician Wealth Advisors's NUV Position: Q2 2026 in Review

Physician Wealth Advisors held its Nuveen Municipal Value Fund (NUV) position steady in Q2 2026 at 2,505 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Physician Wealth Advisors first reported a position in NUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $126K in Q1 2025. 41 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

Physician Wealth Advisors held 2,505 shares of Nuveen Municipal Value Fund worth $23.1K as of Q2 2026.
Physician Wealth Advisors left its Nuveen Municipal Value Fund share count unchanged in Q2 2026.
Nuveen Municipal Value Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #618 holding.
Physician Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Nuveen Municipal Value Fund position peaked at $126K in Q1 2025.
41 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.