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 Q3	–	Sell	-21	Closed	-$302	–	2910
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Redwood Family Wealth Addison, Texas $113M AUM 24.54% 1-Year Est. Return

Pinnacle Wealth Planning Services's NUW Position: Q3 2026 in Review

Pinnacle Wealth Planning Services sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q3 2026, closing a stake of 21 shares — an estimated $302 sold.

Pinnacle Wealth Planning Services first reported a position in NUW in Q4 2025 and held it in 3 quarters. The position peaked at $4.52K in Q4 2025. 16 funds tracked by Wall St. Rank hold NUW as of Q3 2026.

Pinnacle Wealth Planning Services reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q3 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 21 Nuveen AMT-Free Municipal Value Fund shares in Q3 2026, an estimated $302.
Pinnacle Wealth Planning Services first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2025 and held it in 3 quarters.
Pinnacle Wealth Planning Services's Nuveen AMT-Free Municipal Value Fund position peaked at $4.52K in Q4 2025.
16 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.