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

Sax 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
2026
Q2 		$278K Hold
19,419
– – 0.01% 460
2026
Q1 		$278K Hold
19,419
– – 0.01% 411
2025
Q4 		$278K Buy
+19,419
New +$278K 0.01% 417

Other funds holding NUW

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Sax Wealth Advisors's NUW Position: Q2 2026 in Review

Sax Wealth Advisors held its Nuveen AMT-Free Municipal Value Fund (NUW) position steady in Q2 2026 at 19,419 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #460.

Sax Wealth Advisors first reported a position in NUW in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Sax Wealth Advisors held 19,419 shares of Nuveen AMT-Free Municipal Value Fund worth $278K as of Q2 2026.
  • Sax Wealth Advisors left its Nuveen AMT-Free Municipal Value Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Municipal Value Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #460 holding.
  • Sax Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.