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Atala Financial’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Atala Financial’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
2025
Q4 		– Sell
-20,200
Closed -$248K – 128
2025
Q3 		$248K Hold
20,200
– – 0.16% 112
2025
Q2 		$241K Sell
20,200
-88,302
-81% -$1.05M 0.17% 111
2025
Q1 		$1.34M Hold
108,502
– – 0.98% 33
2024
Q4 		$1.33M Buy
+108,502
New +$1.4M 0.93% 33

Other funds holding NVG

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GC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atala Financial's NVG Position: Q4 2025 in Review

Atala Financial sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2025, closing a stake of 20,200 shares — an estimated $248K sold.

Atala Financial first reported a position in NVG in Q4 2024 and held it in 4 quarters. The position peaked at $1.34M in Q1 2025. 253 funds tracked by Wall St. Rank hold NVG as of Q4 2025.

  • Atala Financial reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2025 after selling out during the quarter.
  • Atala Financial sold 20,200 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2025, an estimated $248K.
  • Atala Financial first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and held it in 4 quarters.
  • Atala Financial's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.34M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2025.

Based on Atala Financial's 13F filing for Q4 2025, filed 23 Jan 2026.