Wealth Management Associates’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Wealth Management Associates’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 Q1	–	Sell	-10,893	Closed	-$156K	–	250
2025 Q4	$156K	Buy	10,893 +26	+0.2%	+$372	0.05%	229
2025 Q3	$154K	Buy	10,867 +20	+0.2%	+$276	0.05%	225
2025 Q2	$148K	Buy	10,847 +20	+0.2%	+$272	0.06%	212
2025 Q1	$149K	Buy	+10,827	New	+$149K	0.06%	207

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Wealth Management Associates's NUW Position: Q1 2026 in Review

Wealth Management Associates sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2026, closing a stake of 10,893 shares — an estimated $156K sold.

Wealth Management Associates first reported a position in NUW in Q1 2025 and held it in 4 quarters. The position peaked at $156K in Q4 2025. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

Wealth Management Associates reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2026 after selling out during the quarter.
Wealth Management Associates sold 10,893 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $156K.
Wealth Management Associates first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2025 and held it in 4 quarters.
Wealth Management Associates's Nuveen AMT-Free Municipal Value Fund position peaked at $156K in Q4 2025.
66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.