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Wealthspire Advisors (New York)’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-449
Closed -$6.37K – 2259
2025
Q3 		$6.37K Buy
+449
New +$6.19K ﹤0.01% 2235

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s NUW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2025, closing a stake of 449 shares — an estimated $6.37K sold.

Wealthspire Advisors (New York) first reported a position in NUW in Q3 2025 and held it in 1 quarter. The position peaked at $6.37K in Q3 2025. 64 funds tracked by Wall St. Rank hold NUW as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 449 Nuveen AMT-Free Municipal Value Fund shares in Q4 2025, an estimated $6.37K.
  • Wealthspire Advisors (New York) first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Nuveen AMT-Free Municipal Value Fund position peaked at $6.37K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.