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Provenance Wealth Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Provenance Wealth Advisors’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
2025
Q1 		– Sell
-512
Closed -$6.95K – 579
2024
Q4 		$6.95K Hold
512
– – ﹤0.01% 348
2024
Q3 		$7.28K Buy
+512
New +$7.16K ﹤0.01% 370

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Provenance Wealth Advisors's NUW Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2025, closing a stake of 512 shares — an estimated $6.95K sold.

Provenance Wealth Advisors first reported a position in NUW in Q3 2024 and held it in 2 quarters. The position peaked at $7.28K in Q3 2024. 57 funds tracked by Wall St. Rank hold NUW as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 512 Nuveen AMT-Free Municipal Value Fund shares in Q1 2025, an estimated $6.95K.
  • Provenance Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $7.28K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.