Prospera Financial Services’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Prospera Financial Services’s Portfolio NNY Stock Details NNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$105K	Hold	12,000	–	–	﹤0.01%	1435
2026 Q1	$100K	Hold	12,000	–	–	﹤0.01%	1387
2025 Q4	$103K	Sell	12,000 -6,500	-35%	-$54.9K	﹤0.01%	1333
2025 Q3	$153K	Buy	18,500 +6,500	+54%	+$52.8K	﹤0.01%	1309
2025 Q2	$97.3K	Hold	12,000	–	–	﹤0.01%	1284
2025 Q1	$99.1K	Hold	12,000	–	–	﹤0.01%	1143
2024 Q4	$96.5K	Buy	+12,000	New	+$100K	﹤0.01%	1111

Other funds holding NNY

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Prospera Financial Services's NNY Position: Q2 2026 in Review

Prospera Financial Services held its Nuveen New York Municipal Value Fund (NNY) position steady in Q2 2026 at 12,000 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Prospera Financial Services first reported a position in NNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $153K in Q3 2025. 8 funds tracked by Wall St. Rank hold NNY as of Q2 2026.

Prospera Financial Services held 12,000 shares of Nuveen New York Municipal Value Fund worth $105K as of Q2 2026.
Prospera Financial Services left its Nuveen New York Municipal Value Fund share count unchanged in Q2 2026.
Nuveen New York Municipal Value Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1435 holding.
Prospera Financial Services first reported a position in Nuveen New York Municipal Value Fund in Q4 2024 and has held it in 7 quarters since.
Prospera Financial Services's Nuveen New York Municipal Value Fund position peaked at $153K in Q3 2025.
8 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.