Smartleaf Asset Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Smartleaf Asset Management’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 Q2	$1.19M	Hold	82,366	–	–	0.04%	378
2026 Q1	$1.15M	Sell	82,366 -978	-1%	-$14K	0.04%	377
2025 Q4	$1.2M	Sell	83,344 -2,055	-2%	-$29.4K	0.05%	349
2025 Q3	$1.2M	Sell	85,399 -38,652	-31%	-$533K	0.07%	282
2025 Q2	$1.69M	Buy	+124,051	New	+$1.69M	0.15%	154

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Smartleaf Asset Management's NUW Position: Q2 2026 in Review

Smartleaf Asset Management held its Nuveen AMT-Free Municipal Value Fund (NUW) position steady in Q2 2026 at 82,366 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #378.

Smartleaf Asset Management first reported a position in NUW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.69M in Q2 2025. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

Smartleaf Asset Management held 82,366 shares of Nuveen AMT-Free Municipal Value Fund worth $1.19M as of Q2 2026.
Smartleaf Asset Management left its Nuveen AMT-Free Municipal Value Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Municipal Value Fund made up 0.04% of Smartleaf Asset Management's portfolio in Q2 2026, its #378 holding.
Smartleaf Asset Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2025 and has held it in 5 quarters since.
Smartleaf Asset Management's Nuveen AMT-Free Municipal Value Fund position peaked at $1.69M in Q2 2025.
70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.