Arkadios Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Arkadios Wealth 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	$2.33M	Buy	182,384 +19,482	+12%	+$245K	0.04%	481
2026 Q1	$2.01M	Buy	162,902 +57,253	+54%	+$735K	0.03%	505
2025 Q4	$1.34M	Buy	105,649 +5,725	+6%	+$71.8K	0.03%	586
2025 Q3	$1.23M	Buy	99,924 +11,382	+13%	+$135K	0.03%	558
2025 Q2	$1.06M	Buy	88,542 +17,643	+25%	+$209K	0.03%	554
2025 Q1	$878K	Buy	70,899 +565	+0.8%	+$7.08K	0.03%	504
2024 Q4	$862K	Buy	70,334 +4,138	+6%	+$53.3K	0.05%	366
2024 Q3	$886K	Buy	66,196 +16,504	+33%	+$212K	0.05%	353
2024 Q2	$619K	Buy	+49,692	New	+$593K	0.04%	408

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

Arkadios Wealth Advisors's NVG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 12% in Q2 2026, buying an estimated $245K and bringing the position to 182,384 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #481.

Arkadios Wealth Advisors first reported a position in NVG in Q2 2024 and has held it in 9 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Arkadios Wealth Advisors held 182,384 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $2.33M as of Q2 2026.
Arkadios Wealth Advisors bought 19,482 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $245K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #481 holding.
Arkadios Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2024 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.