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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
Q2 		$807K Buy
56,150
+9,110
+19% +$129K 0.01% 935
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 $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
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
GC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stratos Wealth Partners's NUW Position: Q2 2026 in Review

Stratos Wealth Partners increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 19% in Q2 2026, buying an estimated $129K and bringing the position to 56,150 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #935.

Stratos Wealth Partners first reported a position in NUW in Q3 2018 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Stratos Wealth Partners held 56,150 shares of Nuveen AMT-Free Municipal Value Fund worth $807K as of Q2 2026.
  • Stratos Wealth Partners bought 9,110 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $129K.
  • Nuveen AMT-Free Municipal Value Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #935 holding.
  • Stratos Wealth Partners first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2018 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.