AWA
NVG icon

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
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

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $105M AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return