Activest Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Activest Wealth Management’s Portfolio NVG Stock Details NVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-350	Closed	-$4.32K	–	1453
2026 Q1	$4.32K	Buy	+350	New	+$4.5K	﹤0.01%	842
2025 Q4	–	Sell	-350	Closed	-$4.3K	–	1262
2025 Q3	$4.3K	Hold	350	–	–	﹤0.01%	671
2025 Q2	$4.18K	Hold	350	–	–	﹤0.01%	578
2025 Q1	$4.33K	Hold	350	–	–	﹤0.01%	531
2024 Q4	$4.29K	Hold	350	–	–	﹤0.01%	388
2024 Q3	$4.69K	Buy	+350	New	+$4.49K	﹤0.01%	365

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Activest Wealth Management's NVG Position: Q2 2026 in Review

Activest Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026, closing a stake of 350 shares — an estimated $4.32K sold.

Activest Wealth Management first reported a position in NVG in Q3 2024 and held it in 6 quarters. The position peaked at $4.69K in Q3 2024. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Activest Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 350 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $4.32K.
Activest Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2024 and held it in 6 quarters.
Activest Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $4.69K in Q3 2024.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.