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Sightline Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Sightline Wealth 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
2026
Q2 		$122K Buy
13,249
+76
+0.6% +$694 0.04% 93
2026
Q1 		$118K Buy
13,173
+51
+0.4% +$466 0.05% 89
2025
Q4 		$119K Sell
13,122
-124
-0.9% -$1.12K 0.05% 97
2025
Q3 		$119K Buy
13,246
+147
+1% +$1.28K 0.05% 89
2025
Q2 		$114K Sell
13,099
-3,482
-21% -$29.9K 0.06% 87
2025
Q1 		$145K Buy
16,581
+121
+0.7% +$1.06K 0.08% 77
2024
Q4 		$141K Buy
16,460
+230
+1% +$2.04K 0.08% 84
2024
Q3 		$146K Buy
16,230
+160
+1% +$1.41K 0.08% 79
2024
Q2 		$139K Buy
16,070
+162
+1% +$1.38K 0.09% 78
2024
Q1 		$139K Buy
15,908
+158
+1% +$1.38K 0.09% 71
2023
Q4 		$135K Sell
15,750
-1,633
-9% -$13.6K 0.1% 66
2023
Q3 		$144K Buy
17,383
+186
+1% +$1.58K 0.13% 62
2023
Q2 		$152K Hold
17,197
– – 0.15% 54
2023
Q1 		$152K Buy
17,197
+80
+0.5% +$711 0.15% 53
2022
Q4 		$147K Buy
17,117
+3,386
+25% +$28.9K 0.16% 57
2022
Q3 		$117K Buy
13,731
+56
+0.4% +$503 0.14% 48
2022
Q2 		$121K Buy
13,675
+54
+0.4% +$489 0.12% 49
2022
Q1 		$130K Sell
13,621
-3,276
-19% -$32.2K 0.11% 53
2021
Q4 		$176K Buy
16,897
+46
+0.3% +$500 0.16% 53
2021
Q3 		$191K Sell
16,851
-327
-2% -$3.8K 0.16% 50
2021
Q2 		$198K Buy
17,178
+96
+0.6% +$1.09K 0.16% 51
2021
Q1 		$190K Buy
17,082
+96
+0.6% +$1.07K 0.18% 48
2020
Q4 		$189K Buy
+16,986
New +$186K 0.19% 52

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Sightline Wealth Advisors's NUV Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Nuveen Municipal Value Fund (NUV) stake by 0.58% in Q2 2026, buying an estimated $694 and bringing the position to 13,249 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #93.

Sightline Wealth Advisors first reported a position in NUV in Q4 2020 and has held it in 23 quarters since. The position peaked at $198K in Q2 2021. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Sightline Wealth Advisors held 13,249 shares of Nuveen Municipal Value Fund worth $122K as of Q2 2026.
  • Sightline Wealth Advisors bought 76 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $694.
  • Nuveen Municipal Value Fund made up 0.04% of Sightline Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Sightline Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2020 and has held it in 23 quarters since.
  • Sightline Wealth Advisors's Nuveen Municipal Value Fund position peaked at $198K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.