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Capital Advisors Wealth Management, LLC → NUV
Capital Advisors Wealth Management, LLC NUV Position History
Nuveen Municipal Value Fund, Inc. • Financial Services
Quarters held
5
Latest value
$515K
Q3 2026
Peak value
$515K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $252K |
| Q4 2025 | $333K |
| Q1 2026 | $451K |
| Q2 2026 | $514K |
| Q3 2026 | $515K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $515K | 62.1K | — | — |
| Q2 2026 | $514K | 55.8K | — | — |
| Q1 2026 | $451K | 50.2K | — | — |
| Q4 2025 | $333K | 36.7K | — | — |
| Q3 2025 | $252K | 28.1K | — | — |
Other funds holding NUV
$41.6M
$41.4M
$40.5M
$40.5M
$40.3M
$40.3M
$40.2M
$40.2M