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

ARS Wealth Advisors 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
2022
Q1 		– Sell
-37,163
Closed -$666K – 139
2021
Q4 		$666K Hold
37,163
– – 0.11% 75
2021
Q3 		$637K Buy
+37,163
New +$661K 0.12% 72

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ARS Wealth Advisors Group's NVG Position: Q1 2022 in Review

ARS Wealth Advisors Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2022, closing a stake of 37,163 shares — an estimated $666K sold.

ARS Wealth Advisors Group first reported a position in NVG in Q3 2021 and held it in 2 quarters. The position peaked at $666K in Q4 2021. 257 funds tracked by Wall St. Rank hold NVG as of Q1 2022.

  • ARS Wealth Advisors Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 37,163 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2022, an estimated $666K.
  • ARS Wealth Advisors Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2021 and held it in 2 quarters.
  • ARS Wealth Advisors Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $666K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q1 2022, filed 12 May 2022.