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 Q2	$302	Sell	21 -53	-72%	-$752	﹤0.01%	2691
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 $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Pinnacle Wealth Planning Services's NUW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 72% in Q2 2026, selling an estimated $752 and leaving 21 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

Pinnacle Wealth Planning Services first reported a position in NUW in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.52K in Q4 2025. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

Pinnacle Wealth Planning Services held 21 shares of Nuveen AMT-Free Municipal Value Fund worth $302 as of Q2 2026.
Pinnacle Wealth Planning Services sold 53 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $752.
Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2691 holding.
Pinnacle Wealth Planning Services first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's Nuveen AMT-Free Municipal Value Fund position peaked at $4.52K in Q4 2025.
70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.