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Resurgent Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Resurgent Financial 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
2026
Q2 		$277K Buy
+30,000
New +$274K 0.08% 239
2023
Q1 		– Sell
-2,464
Closed -$21.2K – 584
2022
Q4 		$21.2K Buy
+2,464
New +$21K 0.01% 606

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Resurgent Financial Advisors's NUV Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in Nuveen Municipal Value Fund (NUV) in Q2 2026: 30,000 shares worth $277K. The stake represents 0.08% of the portfolio and ranks #239 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in NUV as recently as Q4 2022.

Resurgent Financial Advisors first reported a position in NUV in Q4 2022 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Resurgent Financial Advisors held 30,000 shares of Nuveen Municipal Value Fund worth $277K as of Q2 2026.
  • Nuveen Municipal Value Fund was a new Resurgent Financial Advisors position in Q2 2026.
  • Nuveen Municipal Value Fund made up 0.08% of Resurgent Financial Advisors's portfolio in Q2 2026, its #239 holding.
  • Resurgent Financial Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2022 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.