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 Q2	$554K	Hold	60,041	–	–	0.01%	488
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 $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

WCG Wealth Advisors's NUV Position: Q2 2026 in Review

WCG Wealth Advisors held its Nuveen Municipal Value Fund (NUV) position steady in Q2 2026 at 60,041 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #488.

WCG Wealth Advisors first reported a position in NUV in Q3 2023 and has held it in 12 quarters since. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

WCG Wealth Advisors held 60,041 shares of Nuveen Municipal Value Fund worth $554K as of Q2 2026.
WCG Wealth Advisors left its Nuveen Municipal Value Fund share count unchanged in Q2 2026.
Nuveen Municipal Value Fund made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #488 holding.
WCG Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q3 2023 and has held it in 12 quarters since.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.