AlphaCore Capital’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

AlphaCore Capital’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	$285K	Buy	22,149 +412	+2%	+$5.19K	0.01%	945
2026 Q1	$270K	Buy	21,737 +260	+1%	+$3.34K	0.01%	729
2025 Q4	$272K	Sell	21,477 -1,295	-6%	-$16.2K	0.01%	847
2025 Q3	$282K	Sell	22,772 -2,485	-10%	-$29.6K	0.01%	603
2025 Q2	$303K	Sell	25,257 -3,706	-13%	-$43.9K	0.01%	481
2025 Q1	$361K	Buy	+28,963	New	+$363K	0.03%	334

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

AlphaCore Capital's NVG Position: Q2 2026 in Review

AlphaCore Capital increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 1.9% in Q2 2026, buying an estimated $5.19K and bringing the position to 22,149 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #945.

AlphaCore Capital first reported a position in NVG in Q1 2025 and has held it in 6 quarters since. The position peaked at $361K in Q1 2025. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

AlphaCore Capital held 22,149 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $285K as of Q2 2026.
AlphaCore Capital bought 412 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $5.19K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #945 holding.
AlphaCore Capital first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $361K in Q1 2025.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.