Ackerman Capital Advisors, LLC NUW — NUVEEN AMT-FREE MUN VALUE FD

Ownership history in Ackerman Capital Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Ackerman Capital Advisors, LLC reported NUVEEN AMT-FREE MUN VALUE FD (NUW) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2024 Q3. The latest visible filing shows NUW at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NUW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ackerman Capital Advisors, LLC's position in NUVEEN AMT-FREE MUN VALUE FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NUW was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NUW stock page Ackerman Capital Advisors, LLC fund profile Ackerman Capital Advisors, LLC full holdings
How Ackerman Capital Advisors, LLC held NUW — position size vs. price
% of Fund (quarterly)    NUW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 42,353 +20,848 +96.9% 0.12% $609K 2026-07-30 $13.95
2026 Q1 REDUCED 22.4% +1.5% ❌ 21,505 -6,222 -22.4% 0.06% $308K 2026-05-05 $13.83
2025 Q4 REDUCED — — — 27,727 -372 -1.3% 0.08% $397K 2026-02-11 $14.25
2025 Q3 ADDED — — — 28,099 +4,981 +21.5% 0.08% $398K 2025-10-22 $13.87
2025 Q2 REDUCED 16.6% +3.4% ❌ 23,118 -4,592 -16.6% 0.07% $316K 2025-07-25 $13.04
2025 Q1 REDUCED 10.8% +0.6% ❌ 27,710 -3,358 -10.8% 0.10% $381K 2025-05-09 $13.00
2024 Q4 REDUCED 15.6% +2.3% ❌ 31,068 -5,744 -15.6% 0.11% $422K 2025-02-04 $12.94
2024 Q3 ADDED — — — 36,812 +16,304 +79.5% 0.14% $523K 2024-10-24 $13.01
2024 Q2 ADDED — — — 20,508 +3,863 +23.2% 0.08% $285K 2024-07-25 $12.66
2024 Q1 REDUCED 54.4% +2.4% ❌ 16,645 -19,857 -54.4% 0.06% $225K 2024-04-24 $12.38
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NUW

As of 2026 Q2 — sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 0.29% Hickory Point Bank & Trust 0.24% Midwest Financial Group LLC 3Y 0.21% Hennion & Walsh Asset Management, Inc. 3Y 0.17% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 0.16% Breakwater Capital Group 3Y 0.11% Creekside Partners 0.1% Realta Investment Advisors 3Y 7Y 0.1% Koshinski Asset Management, Inc. 3Y 7Y 0.03% Goelzer Investment Management, Inc. 3Y 7Y 0.02%

FAQ About Ackerman Capital Advisors, LLC and NUW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ackerman Capital Advisors, LLC reported owning NUW?

Ackerman Capital Advisors, LLC reported NUW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NUW position in Ackerman Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for NUW was 0.14% in 2024 Q3.

What is the latest reported NUW position on this page?

The most recent filing on this page is 2026 Q2, when Ackerman Capital Advisors, LLC reported 42,353 shares, equal to 0.12% of portfolio, with an estimated market value of $609K.

What does the chart on this NUW ownership page compare?

The chart compares Ackerman Capital Advisors, LLC's quarterly NUW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ackerman Capital Advisors, LLC time their NUW position?

Based on 13F filing dates vs. subsequent NUW price moves, Ackerman Capital Advisors, LLC correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on NUW relative to SPY over the holding period was -12.2%.

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