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Stratos Wealth Partners’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Stratos Wealth Partners’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 		$674K Buy
+47,040
New +$676K 0.01% 950
2018
Q4 		– Sell
-1,400
Closed -$21K – 1934
2018
Q3 		$21K Buy
+1,400
New +$21.4K ﹤0.01% 1853

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

Stratos Wealth Partners's NUW Position: Q1 2026 in Review

Stratos Wealth Partners opened a new position in Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2026: 47,040 shares worth $674K. The stake represents 0.01% of the portfolio and ranks #950 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in NUW as recently as Q3 2018.

Stratos Wealth Partners first reported a position in NUW in Q3 2018 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • Stratos Wealth Partners held 47,040 shares of Nuveen AMT-Free Municipal Value Fund worth $674K as of Q1 2026.
  • Nuveen AMT-Free Municipal Value Fund was a new Stratos Wealth Partners position in Q1 2026.
  • Nuveen AMT-Free Municipal Value Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #950 holding.
  • Stratos Wealth Partners first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2018 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.