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Sheets Smith Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Sheets Smith Wealth Management’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
Q3 		– Sell
-12,089
Closed -$111K – 408
2026
Q2 		$111K Buy
+12,089
New +$110K 0.01% 405
2024
Q4 		– Sell
-67,742
Closed -$611K – 390
2024
Q3 		$611K Buy
67,742
+53,072
+362% +$468K 0.07% 222
2024
Q2 		$127K Buy
+14,670
New +$125K 0.02% 366

Other funds holding NUV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Sheets Smith Wealth Management's NUV Position: Q3 2026 in Review

Sheets Smith Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q3 2026, closing a stake of 12,089 shares — an estimated $111K sold.

Sheets Smith Wealth Management first reported a position in NUV in Q2 2024 and held it in 3 quarters. The position peaked at $611K in Q3 2024. 31 funds tracked by Wall St. Rank hold NUV as of Q3 2026.

  • Sheets Smith Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q3 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 12,089 Nuveen Municipal Value Fund shares in Q3 2026, an estimated $111K.
  • Sheets Smith Wealth Management first reported a position in Nuveen Municipal Value Fund in Q2 2024 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Nuveen Municipal Value Fund position peaked at $611K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.