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

Spire 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 Q2	–	Sell	-430	Closed	-$3.87K	–	2328
2026 Q1	$3.87K	Hold	430	–	–	﹤0.01%	1897
2025 Q4	$3.9K	Hold	430	–	–	﹤0.01%	1963
2025 Q3	$3.86K	Hold	430	–	–	﹤0.01%	2022
2025 Q2	$3.74K	Hold	430	–	–	﹤0.01%	2032
2025 Q1	$3.77K	Hold	430	–	–	﹤0.01%	2136
2024 Q4	$3.69K	Buy	+430	New	+$3.82K	﹤0.01%	2117
2022 Q2	–	Sell	-2,830	Closed	-$27K	–	2784
2022 Q1	$27K	Sell	2,830 -16,164	-85%	-$159K	﹤0.01%	1682
2021 Q4	$197K	Buy	18,994 +14,164	+293%	+$154K	﹤0.01%	1099
2021 Q3	$55K	Hold	4,830	–	–	﹤0.01%	1435
2021 Q2	$56K	Sell	4,830 -16,164	-77%	-$184K	﹤0.01%	1434
2021 Q1	$231K	Buy	+20,994	New	+$234K	0.01%	1004

Other funds holding NUV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Spire Wealth Management's NUV Position: Q2 2026 in Review

Spire Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q2 2026, closing a stake of 430 shares — an estimated $3.87K sold.

Spire Wealth Management first reported a position in NUV in Q1 2021 and held it in 11 quarters. The position peaked at $231K in Q1 2021. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

Spire Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 430 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $3.87K.
Spire Wealth Management first reported a position in Nuveen Municipal Value Fund in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Nuveen Municipal Value Fund position peaked at $231K in Q1 2021.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.