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Pinnacle Wealth Planning Services’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06K Sell
74
-242
-77% -$3.48K ﹤0.01% 2545
2025
Q4 		$4.52K Buy
+316
New +$4.52K ﹤0.01% 2310

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Wealth Planning Services's NUW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 77% in Q1 2026, selling an estimated $3.48K and leaving 74 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

Pinnacle Wealth Planning Services first reported a position in NUW in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.52K in Q4 2025. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 74 shares of Nuveen AMT-Free Municipal Value Fund worth $1.06K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 242 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $3.48K.
  • Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2545 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen AMT-Free Municipal Value Fund position peaked at $4.52K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.