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Summit Financial Wealth Advisors, LLC → NUV
Summit Financial Wealth Advisors, LLC NUV Position History
Nuveen Municipal Value Fund, Inc. • Financial Services
Quarters held
4
Latest value
$336K
Q3 2026
Peak value
$451K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $451K |
| Q1 2026 | $427K |
| Q2 2026 | $402K |
| Q3 2026 | $336K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $336K | 40.5K | — | — |
| Q2 2026 | $402K | 43.6K | — | — |
| Q1 2026 | $427K | 47.5K | — | — |
| Q4 2025 | $451K | 49.8K | — | — |
Other funds holding NUV
$41.6M
$41.4M
$40.5M
$40.5M
$40.3M
$40.3M
$40.2M
$40.2M