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

SFI 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
Q1 		– Sell
-31,419
Closed -$450K – 58
2025
Q4 		$450K Hold
31,419
– – 0.29% 46
2025
Q3 		$446K Hold
31,419
– – 0.28% 50
2025
Q2 		$430K Sell
31,419
-822
-3% -$11.2K 0.3% 49
2025
Q1 		$443K Buy
+32,241
New +$445K 0.33% 54
2024
Q4 		– Sell
-31,120
Closed -$443K – 91
2024
Q3 		$443K Buy
+31,120
New +$435K 0.32% 53

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFI Advisors's NUW Position: Q1 2026 in Review

SFI Advisors sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2026, closing a stake of 31,419 shares — an estimated $450K sold.

SFI Advisors first reported a position in NUW in Q3 2024 and held it in 5 quarters. The position peaked at $450K in Q4 2025. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • SFI Advisors reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2026 after selling out during the quarter.
  • SFI Advisors sold 31,419 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $450K.
  • SFI Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2024 and held it in 5 quarters.
  • SFI Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $450K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.