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Williams & Novak’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Williams & Novak’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
Q2 		– Sell
-10,500
Closed -$145K – 144
2025
Q1 		$145K Hold
10,500
– – 0.14% 98
2024
Q4 		$143K Buy
+10,500
New +$146K 0.14% 112

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Williams & Novak's NUW Position: Q2 2025 in Review

Williams & Novak sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2025, closing a stake of 10,500 shares — an estimated $145K sold.

Williams & Novak first reported a position in NUW in Q4 2024 and held it in 2 quarters. The position peaked at $145K in Q1 2025. 59 funds tracked by Wall St. Rank hold NUW as of Q2 2025.

  • Williams & Novak reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2025 after selling out during the quarter.
  • Williams & Novak sold 10,500 Nuveen AMT-Free Municipal Value Fund shares in Q2 2025, an estimated $145K.
  • Williams & Novak first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2024 and held it in 2 quarters.
  • Williams & Novak's Nuveen AMT-Free Municipal Value Fund position peaked at $145K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2025.

Based on Williams & Novak's 13F filing for Q2 2025, filed 24 Jul 2025.