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Wood Tarver Financial Group’s Nuveen Municipal Value Fund NUV Stock Holding History

Wood Tarver Financial Group’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
2025
Q2 		– Sell
-1,277
Closed -$11.2K – 664
2025
Q1 		$11.2K Hold
1,277
– – ﹤0.01% 406
2024
Q4 		$10K Buy
+1,277
New +$11.3K ﹤0.01% 405

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1CP
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HWAM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wood Tarver Financial Group's NUV Position: Q2 2025 in Review

Wood Tarver Financial Group sold out of Nuveen Municipal Value Fund (NUV) in Q2 2025, closing a stake of 1,277 shares — an estimated $11.2K sold.

Wood Tarver Financial Group first reported a position in NUV in Q4 2024 and held it in 2 quarters. The position peaked at $11.2K in Q1 2025. 230 funds tracked by Wall St. Rank hold NUV as of Q2 2025.

  • Wood Tarver Financial Group reported no remaining Nuveen Municipal Value Fund position as of Q2 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,277 Nuveen Municipal Value Fund shares in Q2 2025, an estimated $11.2K.
  • Wood Tarver Financial Group first reported a position in Nuveen Municipal Value Fund in Q4 2024 and held it in 2 quarters.
  • Wood Tarver Financial Group's Nuveen Municipal Value Fund position peaked at $11.2K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2025.

Based on Wood Tarver Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.