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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
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 $1.39B 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

Smartleaf Asset Management's NUW Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 1.2% in Q1 2026, selling an estimated $14K and leaving 82,366 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #377.

Smartleaf Asset Management first reported a position in NUW in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.69M in Q2 2025. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • Smartleaf Asset Management held 82,366 shares of Nuveen AMT-Free Municipal Value Fund worth $1.15M as of Q1 2026.
  • Smartleaf Asset Management sold 978 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $14K.
  • Nuveen AMT-Free Municipal Value Fund made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #377 holding.
  • Smartleaf Asset Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's Nuveen AMT-Free Municipal Value Fund position peaked at $1.69M in Q2 2025.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.