Salomon & Ludwin’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Salomon & Ludwin’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
2026 Q1	$14	Hold	1	–	–	﹤0.01%	2090
2025 Q4	$14	Hold	1	–	–	﹤0.01%	2136
2025 Q3	$14	Hold	1	–	–	﹤0.01%	2147
2025 Q2	$14	Hold	1	–	–	﹤0.01%	1116
2025 Q1	$14	Hold	1	–	–	﹤0.01%	714
2024 Q4	$14	Hold	1	–	–	﹤0.01%	717
2024 Q3	$14	Hold	1	–	–	﹤0.01%	731
2024 Q2	$14	Hold	1	–	–	﹤0.01%	733
2024 Q1	$14	Hold	1	–	–	﹤0.01%	846
2023 Q4	$13	Hold	1	–	–	﹤0.01%	760
2023 Q3	$13	Buy	+1	New	+$14	﹤0.01%	757

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Salomon & Ludwin's NUW Position: Q1 2026 in Review

Salomon & Ludwin held its Nuveen AMT-Free Municipal Value Fund (NUW) position steady in Q1 2026 at 1 share worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Salomon & Ludwin first reported a position in NUW in Q3 2023 and has held it in 11 quarters since. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

Salomon & Ludwin held 1 share of Nuveen AMT-Free Municipal Value Fund worth $14 as of Q1 2026.
Salomon & Ludwin left its Nuveen AMT-Free Municipal Value Fund share count unchanged in Q1 2026.
Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #2090 holding.
Salomon & Ludwin first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2023 and has held it in 11 quarters since.
66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.