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

Aptus 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	$253K	Hold	19,781	–	–	﹤0.01%	1015
2026 Q1	$244K	Hold	19,781	–	–	﹤0.01%	942
2025 Q4	$250K	Hold	19,781	–	–	﹤0.01%	952
2025 Q3	$243K	Hold	19,781	–	–	﹤0.01%	907
2025 Q2	$236K	Hold	19,781	–	–	﹤0.01%	893
2025 Q1	$245K	Hold	19,781	–	–	﹤0.01%	827
2024 Q4	$243K	Buy	+19,781	New	+$255K	﹤0.01%	830
2024 Q2	–	Sell	-11,072	Closed	-$135K	–	1218
2024 Q1	$135K	Buy	+11,072	New	+$132K	﹤0.01%	782
2023 Q4	–	Sell	-10,572	Closed	-$109K	–	960
2023 Q3	$109K	Buy	+10,572	New	+$119K	﹤0.01%	615

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

Aptus Capital Advisors's NVG Position: Q2 2026 in Review

Aptus Capital Advisors held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 19,781 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Aptus Capital Advisors first reported a position in NVG in Q3 2023 and has held it in 9 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Aptus Capital Advisors held 19,781 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $253K as of Q2 2026.
Aptus Capital Advisors left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1015 holding.
Aptus Capital Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2023 and has held it in 9 quarters since.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.