AssetMark Inc
NVG icon

AssetMark Inc’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

AssetMark Inc’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 		$1.92K Buy
+150
New +$1.89K ﹤0.01% 2977
2026
Q1 		– Sell
-328
Closed -$4.15K – 3546
2025
Q4 		$4.15K Hold
328
– – ﹤0.01% 2526
2025
Q3 		$4.03K Buy
+328
New +$3.9K ﹤0.01% 2412
2020
Q3 		– Sell
-3,888
Closed -$59K – 1387
2020
Q2 		$59K Buy
+3,888
New +$57K ﹤0.01% 630

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AFG
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CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
LBWM
Left Brain Wealth Management Naperville, Illinois $332M AUM 76.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $179M AUM 23.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AssetMark Inc's NVG Position: Q2 2026 in Review

AssetMark Inc opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026: 150 shares worth $1.92K. The stake represents ﹤0.01% of the portfolio and ranks #2977 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in NVG as recently as Q4 2025.

AssetMark Inc first reported a position in NVG in Q2 2020 and has held it in 4 quarters since. The position peaked at $59K in Q2 2020. 155 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • AssetMark Inc held 150 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.92K as of Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund was a new AssetMark Inc position in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2977 holding.
  • AssetMark Inc first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2020 and has held it in 4 quarters since.
  • AssetMark Inc's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $59K in Q2 2020.
  • 155 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.