Capital Advisors Wealth Management, LLC
Position in NUV — Nuveen Municipal Value Fund Inc
CIK 1824700
YAKIMA, WA
Position in NUV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$514,282
+$63,254 QoQ
Shares Held
55,779
+11.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#77
of 234 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NUV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $2,353,547 across 3 Asset Management names. NUV ranks #2 (21.9% of the industry book) .
All Filings in NUV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,282 | 55,779 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $451,028 | 50,170 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $332,683 | 36,720 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $251,906 | 28,052 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $194,065 | 22,332 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $129,813 | 14,802 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||