Second Half Financial Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

Second Half Financial Partners’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	$272K	Hold	29,464	–	–	0.11%	82
2026 Q1	$265K	Hold	29,464	–	–	0.12%	76
2025 Q4	$267K	Hold	29,464	–	–	0.12%	76
2025 Q3	$265K	Hold	29,464	–	–	0.12%	77
2025 Q2	$256K	Hold	29,464	–	–	0.12%	75
2025 Q1	$258K	Hold	29,464	–	–	0.13%	70
2024 Q4	$253K	Hold	29,464	–	–	0.12%	78
2024 Q3	$266K	Buy	+29,464	New	+$260K	0.14%	79
2024 Q2	–	Sell	-29,464	Closed	-$257K	–	60
2024 Q1	$257K	Hold	29,464	–	–	0.11%	56
2023 Q4	$253K	Hold	29,464	–	–	0.13%	45
2023 Q3	$243K	Hold	29,464	–	–	0.12%	36
2023 Q2	$256K	Hold	29,464	–	–	0.06%	134
2023 Q1	$260K	Hold	29,464	–	–	0.15%	33
2022 Q4	$268K	Hold	29,464	–	–	0.18%	37
2022 Q3	$249K	Hold	29,464	–	–	0.31%	33
2022 Q2	$328K	Hold	29,464	–	–	0.25%	52
2022 Q1	$328K	Buy	+29,464	New	+$290K	0.25%	52

Other funds holding NUV

HWAM

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

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

BCG

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

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Second Half Financial Partners's NUV Position: Q2 2026 in Review

Second Half Financial Partners held its Nuveen Municipal Value Fund (NUV) position steady in Q2 2026 at 29,464 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #82.

Second Half Financial Partners first reported a position in NUV in Q1 2022 and has held it in 17 quarters since. The position peaked at $328K in Q2 2022. 31 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

Second Half Financial Partners held 29,464 shares of Nuveen Municipal Value Fund worth $272K as of Q2 2026.
Second Half Financial Partners left its Nuveen Municipal Value Fund share count unchanged in Q2 2026.
Nuveen Municipal Value Fund made up 0.11% of Second Half Financial Partners's portfolio in Q2 2026, its #82 holding.
Second Half Financial Partners first reported a position in Nuveen Municipal Value Fund in Q1 2022 and has held it in 17 quarters since.
Second Half Financial Partners's Nuveen Municipal Value Fund position peaked at $328K in Q2 2022.
31 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.