Sax Wealth Advisors »

Nuveen Mun Value Fd 2 shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Nuveen Mun Value Fd 2 (NUW) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Nuveen Mun Value Fd 2

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Mun Value Fd 2 held by Sax 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 Mun Value Fd 2 by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 19k 14.31

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding Nuveen Mun Value Fd 2

1607 Capital Partners
Tortoise Investment Management
Guggenheim Capital, LLC Managers
Rivernorth Capital Management
Hennion & Walsh Asset Management
Raymond James Financial
Captrust Financial Advisors
LPL Financial
Jones Financial Companies, L.L
UBS Group
Van Eck Associates Corp.
Smartleaf Asset Management
Ahl Investment Management
Carnegie Capital Asset Management
Wells Fargo & Company

View all funds holding Nuveen Mun Value Fd 2