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Principia Wealth Advisory’s Nuveen Municipal Value Fund NUV Stock Holding History

Principia Wealth Advisory’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
Q3 		– Sell
-9,614
Closed -$83.5K – 1002
2025
Q2 		$83.5K Hold
9,614
– – 0.07% 94
2025
Q1 		$82.3K Hold
9,614
– – 0.08% 77
2024
Q4 		$82.6K Buy
+9,614
New +$85.4K 0.08% 72

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principia Wealth Advisory's NUV Position: Q3 2025 in Review

Principia Wealth Advisory sold out of Nuveen Municipal Value Fund (NUV) in Q3 2025, closing a stake of 9,614 shares — an estimated $83.5K sold.

Principia Wealth Advisory first reported a position in NUV in Q4 2024 and held it in 3 quarters. The position peaked at $83.5K in Q2 2025. 229 funds tracked by Wall St. Rank hold NUV as of Q3 2025.

  • Principia Wealth Advisory reported no remaining Nuveen Municipal Value Fund position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 9,614 Nuveen Municipal Value Fund shares in Q3 2025, an estimated $83.5K.
  • Principia Wealth Advisory first reported a position in Nuveen Municipal Value Fund in Q4 2024 and held it in 3 quarters.
  • Principia Wealth Advisory's Nuveen Municipal Value Fund position peaked at $83.5K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.