Wealthspire Advisors (New York)’s Nuveen Municipal Value Fund NUV Stock Holding History

Wealthspire Advisors (New York)’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	$283K	Hold	31,530	–	–	﹤0.01%	743
2025 Q4	$286K	Buy	31,530 +19,270	+157%	+$174K	﹤0.01%	816
2025 Q3	$110K	Buy	12,260 +1,170	+11%	+$10.2K	﹤0.01%	985
2025 Q2	$96.4K	Sell	11,090 -10,390	-48%	-$89.3K	﹤0.01%	825
2025 Q1	$188K	Buy	21,480 +10,990	+105%	+$96.3K	﹤0.01%	747
2024 Q4	$90.1K	Buy	+10,490	New	+$93.2K	﹤0.01%	771
2019 Q1	–	Sell	-3,109	Closed	-$29K	–	559
2018 Q4	$29K	Buy	+3,109	New	+$28.7K	﹤0.01%	266

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

Wealthspire Advisors (New York)'s NUV Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its Nuveen Municipal Value Fund (NUV) position steady in Q1 2026 at 31,530 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Wealthspire Advisors (New York) first reported a position in NUV in Q4 2018 and has held it in 7 quarters since. The position peaked at $286K in Q4 2025. 229 funds tracked by Wall St. Rank hold NUV as of Q1 2026.

Wealthspire Advisors (New York) held 31,530 shares of Nuveen Municipal Value Fund worth $283K as of Q1 2026.
Wealthspire Advisors (New York) left its Nuveen Municipal Value Fund share count unchanged in Q1 2026.
Nuveen Municipal Value Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #743 holding.
Wealthspire Advisors (New York) first reported a position in Nuveen Municipal Value Fund in Q4 2018 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Nuveen Municipal Value Fund position peaked at $286K in Q4 2025.
229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.