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Allworth Financial’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Allworth Financial’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 		$424K Sell
33,128
-1,529
-4% -$19.3K ﹤0.01% 1065
2026
Q1 		$427K Sell
34,657
-2,703
-7% -$34.7K ﹤0.01% 1019
2025
Q4 		$473K Buy
37,360
+5,606
+18% +$70.3K ﹤0.01% 952
2025
Q3 		$390K Buy
31,754
+70
+0.2% +$833 ﹤0.01% 989
2025
Q2 		$378K Buy
31,684
+31,021
+4,679% +$367K ﹤0.01% 926
2025
Q1 		$7.74K Hold
663
– – ﹤0.01% 2541
2024
Q4 		$8.28K Hold
663
– – ﹤0.01% 2520
2024
Q3 		$8.88K Buy
+663
New +$8.5K ﹤0.01% 2320
2024
Q2 		– Sell
-1,000
Closed -$12.2K – 3769
2024
Q1 		$12.2K Hold
1,000
– – ﹤0.01% 2024
2023
Q4 		$11.8K Sell
1,000
-187
-16% -$2.03K ﹤0.01% 1914
2023
Q3 		$12.2K Sell
1,187
-3,714
-76% -$41.9K ﹤0.01% 1769
2023
Q2 		$57.3K Buy
4,901
+40
+0.8% +$465 ﹤0.01% 1081
2023
Q1 		$57.3K Buy
4,861
+26
+0.5% +$312 ﹤0.01% 1032
2022
Q4 		$58.7K Buy
4,835
+256
+6% +$3K ﹤0.01% 958
2022
Q3 		$53K Buy
4,579
+49
+1% +$667 ﹤0.01% 943
2022
Q2 		$59K Buy
4,530
+48
+1% +$650 ﹤0.01% 848
2022
Q1 		$66K Buy
4,482
+1,029
+30% +$16.2K ﹤0.01% 822
2021
Q4 		$62K Buy
3,453
+59
+2% +$1.03K ﹤0.01% 787
2021
Q3 		$58K Buy
3,394
+38
+1% +$676 ﹤0.01% 748
2021
Q2 		$60K Buy
+3,356
New +$58.2K ﹤0.01% 574

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Allworth Financial's NVG Position: Q2 2026 in Review

Allworth Financial reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 4.4% in Q2 2026, selling an estimated $19.3K and leaving 33,128 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Allworth Financial first reported a position in NVG in Q2 2021 and has held it in 20 quarters since. The position peaked at $473K in Q4 2025. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Allworth Financial held 33,128 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $424K as of Q2 2026.
  • Allworth Financial sold 1,529 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $19.3K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1065 holding.
  • Allworth Financial first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2021 and has held it in 20 quarters since.
  • Allworth Financial's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $473K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.