Sound Income Strategies’s Nuveen Municipal Value Fund NUV Stock Holding History

Sound Income Strategies’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	–	Sell	-4,035	Closed	-$36.5K	–	1752
2026 Q1	$36.5K	Hold	4,035	–	–	﹤0.01%	937
2025 Q4	$37K	Hold	4,035	–	–	﹤0.01%	907
2025 Q3	$36.3K	Hold	4,035	–	–	﹤0.01%	648
2025 Q2	$35.1K	Hold	4,035	–	–	﹤0.01%	609
2025 Q1	$35.4K	Hold	4,035	–	–	﹤0.01%	589
2024 Q4	$34.7K	Hold	4,035	–	–	﹤0.01%	554
2024 Q3	$36.4K	Hold	4,035	–	–	﹤0.01%	516
2024 Q2	$34.8K	Hold	4,035	–	–	﹤0.01%	514
2024 Q1	$35.1K	Hold	4,035	–	–	﹤0.01%	482
2023 Q4	$34.7K	Buy	+4,035	New	+$33.6K	﹤0.01%	477
2019 Q3	–	Sell	-660	Closed	-$7K	–	727
2019 Q2	$7K	Buy	+660	New	+$6.6K	﹤0.01%	391

Other funds holding NUV

HWAM

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Sound Income Strategies's NUV Position: Q2 2026 in Review

Sound Income Strategies sold out of Nuveen Municipal Value Fund (NUV) in Q2 2026, closing a stake of 4,035 shares — an estimated $36.5K sold.

Sound Income Strategies first reported a position in NUV in Q2 2019 and held it in 11 quarters. The position peaked at $37K in Q4 2025. 103 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

Sound Income Strategies reported no remaining Nuveen Municipal Value Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 4,035 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $36.5K.
Sound Income Strategies first reported a position in Nuveen Municipal Value Fund in Q2 2019 and held it in 11 quarters.
Sound Income Strategies's Nuveen Municipal Value Fund position peaked at $37K in Q4 2025.
103 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.