Sheaff Brock Investment Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$128K	Hold	14,600	–	–	0.01%	429
2024 Q4	$125K	Sell	14,600 -200	-1%	-$1.78K	0.01%	425
2024 Q3	$133K	Buy	14,800 +1,600	+12%	+$14.1K	0.01%	427
2024 Q2	$114K	Hold	13,200	–	–	0.01%	424
2024 Q1	$115K	Buy	13,200 +2,000	+18%	+$17.4K	0.01%	477
2023 Q4	$96.3K	Buy	+11,200	New	+$93.2K	0.01%	456
2016 Q4	–	Sell	-11,200	Closed	-$119K	–	633
2016 Q3	$119K	Hold	11,200	–	–	0.02%	510
2016 Q2	$121K	Hold	11,200	–	–	0.02%	532
2016 Q1	$117K	Buy	11,200 +200	+2%	+$2.05K	0.01%	549
2015 Q4	$112K	Buy	+11,000	New	+$109K	0.01%	575

Other funds holding NUV

RCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

1CP

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

HWAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TIM

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

Sheaff Brock Investment Advisors's NUV Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Nuveen Municipal Value Fund (NUV) position steady in Q1 2025 at 14,600 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #429.

Sheaff Brock Investment Advisors first reported a position in NUV in Q4 2015 and has held it in 10 quarters since. The position peaked at $133K in Q3 2024. 232 funds tracked by Wall St. Rank hold NUV as of Q1 2025.

Sheaff Brock Investment Advisors held 14,600 shares of Nuveen Municipal Value Fund worth $128K as of Q1 2025.
Sheaff Brock Investment Advisors left its Nuveen Municipal Value Fund share count unchanged in Q1 2025.
Nuveen Municipal Value Fund made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #429 holding.
Sheaff Brock Investment Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2015 and has held it in 10 quarters since.
Sheaff Brock Investment Advisors's Nuveen Municipal Value Fund position peaked at $133K in Q3 2024.
232 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.