WCG Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

WCG Wealth Advisors’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 Q1	$540K	Buy	60,041 +991	+2%	+$9.05K	0.02%	451
2025 Q4	$535K	Sell	59,050 -1,800	-3%	-$16.3K	0.02%	439
2025 Q3	$546K	Sell	60,850 -330	-0.5%	-$2.88K	0.03%	285
2025 Q2	$532K	Buy	61,180 +330	+0.5%	+$2.84K	0.03%	286
2025 Q1	$534K	Hold	60,850	–	–	0.04%	234
2024 Q4	$523K	Hold	60,850	–	–	0.03%	256
2024 Q3	$549K	Hold	60,850	–	–	0.04%	265
2024 Q2	$525K	Hold	60,850	–	–	0.04%	236
2024 Q1	$530K	Hold	60,850	–	–	0.04%	216
2023 Q4	$523K	Hold	60,850	–	–	0.04%	244
2023 Q3	$503K	Buy	+60,850	New	+$518K	0.04%	240

Other funds holding NUV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WCG Wealth Advisors's NUV Position: Q1 2026 in Review

WCG Wealth Advisors increased its Nuveen Municipal Value Fund (NUV) stake by 1.7% in Q1 2026, buying an estimated $9.05K and bringing the position to 60,041 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #451.

WCG Wealth Advisors first reported a position in NUV in Q3 2023 and has held it in 11 quarters since. The position peaked at $549K in Q3 2024. 229 funds tracked by Wall St. Rank hold NUV as of Q1 2026.

WCG Wealth Advisors held 60,041 shares of Nuveen Municipal Value Fund worth $540K as of Q1 2026.
WCG Wealth Advisors bought 991 Nuveen Municipal Value Fund shares in Q1 2026, an estimated $9.05K.
Nuveen Municipal Value Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #451 holding.
WCG Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q3 2023 and has held it in 11 quarters since.
WCG Wealth Advisors's Nuveen Municipal Value Fund position peaked at $549K in Q3 2024.
229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.