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Prime Capital Investment Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Prime Capital Investment 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
2025
Q4 		– Sell
-17,484
Closed -$157K – 1077
2025
Q3 		$157K Sell
17,484
-2,032
-10% -$17.7K ﹤0.01% 959
2025
Q2 		$170K Sell
19,516
-4,993
-20% -$42.9K ﹤0.01% 909
2025
Q1 		$215K Buy
24,509
+7,025
+40% +$61.6K ﹤0.01% 954
2024
Q4 		$150K Hold
17,484
– – ﹤0.01% 876
2024
Q3 		$158K Hold
17,484
– – ﹤0.01% 872
2024
Q2 		$151K Sell
17,484
-5,014
-22% -$42.8K ﹤0.01% 872
2024
Q1 		$196K Buy
22,498
+2
+0% +$17 ﹤0.01% 930
2023
Q4 		$193K Buy
22,496
+3
+0% +$25 ﹤0.01% 886
2023
Q3 		$186K Sell
22,493
-5,510
-20% -$46.9K ﹤0.01% 696
2023
Q2 		$244K Buy
+28,003
New +$246K ﹤0.01% 661
2023
Q1 		– Sell
-28,003
Closed -$241K – 621
2022
Q4 		$241K Buy
+28,003
New +$239K 0.01% 458
2021
Q2 		– Sell
-2,617
Closed -$29K – 489
2021
Q1 		$29K Hold
2,617
– – ﹤0.01% 373
2020
Q4 		$29K Hold
2,617
– – ﹤0.01% 365
2020
Q3 		$28K Hold
2,617
– – ﹤0.01% 361
2020
Q2 		$27K Hold
2,617
– – ﹤0.01% 368
2020
Q1 		$26K Sell
2,617
-9,801
-79% -$103K ﹤0.01% 334
2019
Q4 		$133K Buy
+12,418
New +$131K 0.02% 221

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prime Capital Investment Advisors's NUV Position: Q4 2025 in Review

Prime Capital Investment Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q4 2025, closing a stake of 17,484 shares — an estimated $157K sold.

Prime Capital Investment Advisors first reported a position in NUV in Q4 2019 and held it in 17 quarters. The position peaked at $244K in Q2 2023. 239 funds tracked by Wall St. Rank hold NUV as of Q4 2025.

  • Prime Capital Investment Advisors reported no remaining Nuveen Municipal Value Fund position as of Q4 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 17,484 Nuveen Municipal Value Fund shares in Q4 2025, an estimated $157K.
  • Prime Capital Investment Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2019 and held it in 17 quarters.
  • Prime Capital Investment Advisors's Nuveen Municipal Value Fund position peaked at $244K in Q2 2023.
  • 239 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.