Annis Gardner Whiting Capital Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Annis Gardner Whiting Capital Advisors’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	-1,733	Closed	-$21.4K	–	952
2026 Q1	$21.4K	Buy	+1,733	New	+$22.3K	﹤0.01%	714
2025 Q4	–	Sell	-1,733	Closed	-$21.3K	–	1313
2025 Q3	$21.3K	Hold	1,733	–	–	﹤0.01%	600
2025 Q2	$20.7K	Hold	1,733	–	–	0.01%	567
2025 Q1	$21.5K	Hold	1,733	–	–	0.01%	450
2024 Q4	$21.2K	Hold	1,733	–	–	0.01%	432
2024 Q3	$23.2K	Buy	+1,733	New	+$22.2K	0.01%	443

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

Annis Gardner Whiting Capital Advisors's NVG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026, closing a stake of 1,733 shares — an estimated $21.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in NVG in Q3 2024 and held it in 6 quarters. The position peaked at $23.2K in Q3 2024. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,733 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $21.4K.
Annis Gardner Whiting Capital Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2024 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $23.2K in Q3 2024.
261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.