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Altus Wealth Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Altus Wealth Group’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
2021
Q3 		– Sell
-11,954
Closed -$213K – 115
2021
Q2 		$213K Hold
11,954
– – 0.21% 103
2021
Q1 		$206K Hold
11,954
– – 0.2% 101
2020
Q4 		$201K Buy
+11,954
New +$192K 0.19% 94

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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Altus Wealth Group's NVG Position: Q3 2021 in Review

Altus Wealth Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2021, closing a stake of 11,954 shares — an estimated $213K sold.

Altus Wealth Group first reported a position in NVG in Q4 2020 and held it in 3 quarters. The position peaked at $213K in Q2 2021. 243 funds tracked by Wall St. Rank hold NVG as of Q3 2021.

  • Altus Wealth Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2021 after selling out during the quarter.
  • Altus Wealth Group sold 11,954 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2021, an estimated $213K.
  • Altus Wealth Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and held it in 3 quarters.
  • Altus Wealth Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $213K in Q2 2021.
  • 243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2021.

Based on Altus Wealth Group's 13F filing for Q3 2021, filed 8 Nov 2021.