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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 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. 234 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.
234 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.