Dynamic Advisor Solutions LLC

Position in NUW — Nuveen AMT-Free Municipal Value Fund

CIK 1599747 PHOENIX, AZ

Position in NUW

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$583,425

-$837 QoQ

Shares Held

40,572

-0.5% QoQ

Ownership

0.226%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#27

of 70 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $40,498,272 across 42 Asset Management names. NUW ranks #16 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	6,498	$6,248,216
2	ARES	Ares Management Corp	53,717	$5,979,239
3	PTY	Pimco Corporate & Income Opportunity Fund	382,350	$4,599,670
4	BHK	Blackrock Core Bond Trust	479,508	$4,397,088
5	NTRS	Northern Trust Corp	13,867	$2,410,639
6	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	66,356	$1,236,875
7	GOF	Guggenheim Strategic Opportunities Fund	108,583	$1,185,726
8	BPRE	Bluerock Private Real Estate Fund	90,672	$1,179,642

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,425	40,572	-0.5%	Shares	Sole	2026-07-07
2026-03-31	$584,262	40,772	0.0%	Shares	Sole	2026-04-08
2025-12-31	$583,447	40,772	0.0%	Shares	Sole	2026-01-09
2025-09-30	$578,146	40,772	0.0%	Shares	Sole	2025-10-09
2025-06-30	$557,760	40,772	0.0%	Shares	Sole	2025-07-09
2025-03-31	$560,207	40,772	0.0%	Shares	Sole	2025-04-17
2024-12-31	$553,683	40,772	+296.7%	Shares	Sole	2025-01-21
2021-09-30	$175,222	10,277	+0.9%	Shares	Sole	2021-10-28
2021-06-30	$176,031	10,187	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.