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Nuveen Muni Value Fund shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Nuveen Muni Value Fund (NUV) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Nuveen Muni Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Muni Value Fund held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Muni Value Fund by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $127k 14k 8.98

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

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