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Nuveen Muni Value Fund shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Nuveen Muni Value Fund (NUV) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Nuveen Muni Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Muni Value Fund held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Muni Value Fund by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 28k 8.98
2025-06-30 $194k 22k 8.69
2025-03-31 $130k 15k 8.77

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View all positions for Capital Advisors Wealth Management

Top funds holding Nuveen Muni Value Fund

UBS Group
Morgan Stanley
Rivernorth Capital Management
Kovitz Investment Group Partners
Hennion & Walsh Asset Management
1607 Capital Partners
Raymond James Financial
Wells Fargo & Company
Guggenheim Capital, LLC Managers
LPL Financial
Van Eck Associates Corp.
Granby Capital Management
Stifel Financial
Chicago Partners Investment
Congress Park Capital

View all funds holding Nuveen Muni Value Fund