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Transce3nd’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Transce3nd’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
2025
Q3 		– Sell
-234
Closed -$3.2K – 805
2025
Q2 		$3.2K Hold
234
– – ﹤0.01% 819
2025
Q1 		$3.21K Hold
234
– – ﹤0.01% 803
2024
Q4 		$3.18K Buy
+234
New +$3.26K ﹤0.01% 1029

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Transce3nd's NUW Position: Q3 2025 in Review

Transce3nd sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q3 2025, closing a stake of 234 shares — an estimated $3.2K sold.

Transce3nd first reported a position in NUW in Q4 2024 and held it in 3 quarters. The position peaked at $3.21K in Q1 2025. 61 funds tracked by Wall St. Rank hold NUW as of Q3 2025.

  • Transce3nd reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 234 Nuveen AMT-Free Municipal Value Fund shares in Q3 2025, an estimated $3.2K.
  • Transce3nd first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's Nuveen AMT-Free Municipal Value Fund position peaked at $3.21K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.