CliftonLarsonAllen Wealth Advisors »

Nuveen Muni Value Fund shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Nuveen Muni Value Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Muni Value Fund by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $940k 109k 8.60
2023-09-30 $1.2M 142k 8.26
2023-06-30 $1.7M 197k 8.70
2023-03-31 $1.7M 197k 8.81
2022-12-31 $1.5M 175k 8.60
2022-06-30 $1.9M 216k 8.93
2022-03-31 $1.2M 122k 9.58
2021-12-31 $718k 69k 10.38
2021-09-30 $783k 69k 11.31
2021-06-30 $751k 65k 11.53
2021-03-31 $726k 65k 11.14
2020-12-31 $723k 65k 11.10
2020-09-30 $684k 64k 10.67
2020-06-30 $654k 64k 10.20
2019-12-31 $686k 64k 10.70
2019-09-30 $654k 62k 10.50
2019-06-30 $593k 58k 10.18
2019-03-31 $532k 53k 10.01
2018-03-31 $454k 48k 9.48
2017-12-31 $506k 50k 10.12
2017-09-30 $522k 51k 10.24
2017-06-30 $498k 50k 9.96
2017-03-31 $489k 50k 9.78
2016-12-31 $489k 51k 9.55
2016-09-30 $532k 50k 10.60
2016-06-30 $602k 56k 10.83
2016-03-31 $612k 58k 10.48
2015-12-31 $636k 63k 10.17
2015-09-30 $643k 66k 9.81
2015-06-30 $513k 53k 9.62
2015-03-31 $528k 53k 9.90
2014-12-31 $514k 53k 9.64
2014-09-30 $502k 53k 9.42
2014-06-30 $514k 53k 9.64
2014-03-31 $504k 53k 9.45
2013-12-31 $482k 53k 9.04

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Nuveen Muni Value Fund

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

View all funds holding Nuveen Muni Value Fund