Wealth Enhancement Advisory Services
NUV icon

Wealth Enhancement Advisory Services’s Nuveen Municipal Value Fund NUV Stock Holding History

Wealth Enhancement Advisory Services’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 		$346K Sell
37,868
-9,253
-20% -$84.5K ﹤0.01% 3064
2026
Q1 		$428K Sell
47,121
-23,490
-33% -$215K ﹤0.01% 2456
2025
Q4 		$640K Buy
70,611
+2,500
+4% +$22.6K ﹤0.01% 2294
2025
Q3 		$609K Buy
68,111
+41,090
+152% +$358K ﹤0.01% 2205
2025
Q2 		$236K Buy
27,021
+12,468
+86% +$107K ﹤0.01% 2853
2025
Q1 		$128K Sell
14,553
-15,708
-52% -$138K ﹤0.01% 2716
2024
Q4 		$260K Buy
30,261
+383
+1% +$3.4K ﹤0.01% 2498
2024
Q3 		$270K Buy
29,878
+13,608
+84% +$120K ﹤0.01% 2251
2024
Q2 		$140K Sell
16,270
-117
-0.7% -$1K ﹤0.01% 2360
2024
Q1 		$143K Buy
+16,387
New +$143K ﹤0.01% 2253
2023
Q4 		– Sell
-14,992
Closed -$124K – 2407
2023
Q3 		$124K Buy
+14,992
New +$128K ﹤0.01% 2075

Other funds holding NUV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
CNBTD
Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's NUV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Nuveen Municipal Value Fund (NUV) stake by 20% in Q2 2026, selling an estimated $84.5K and leaving 37,868 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Wealth Enhancement Advisory Services first reported a position in NUV in Q3 2023 and has held it in 11 quarters since. The position peaked at $640K in Q4 2025. 55 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 37,868 shares of Nuveen Municipal Value Fund worth $346K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 9,253 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $84.5K.
  • Nuveen Municipal Value Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3064 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen Municipal Value Fund in Q3 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Nuveen Municipal Value Fund position peaked at $640K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.