Goelzer Investment Management, Inc.
Position in NUW — Nuveen AMT-Free Municipal Value Fund
CIK 1550057
CARMEL, IN
Position in NUW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$514,875
New position
Shares Held
35,805
first reported quarter
Ownership
0.199%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#30
of 70 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Goelzer Investment Management, Inc. holds $19,354,236 across 6 Asset Management names. NUW ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
112,394 | $12,113,825 | |
| 2 | BLK |
BlackRock, Inc.
|
3,474 | $3,340,459 | |
| 3 | AMP |
Ameriprise Financial Inc
|
5,149 | $2,362,155 | |
| 4 | TROW |
Price T Rowe Group Inc
|
6,500 | $738,985 | |
| 5 | NUW |
Nuveen AMT-Free Municipal Value Fund
This page
|
35,805 | $514,875 | |
| 6 | BX |
Blackstone Inc.
|
2,413 | $283,937 |
All Filings in NUW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,875 | 35,805 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||