Atria Wealth Solutions’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-21,062	Closed	-$258K	–	2016
2024 Q4	$258K	Sell	21,062 -173,861	-89%	-$2.24M	﹤0.01%	1649
2024 Q3	$2.62M	Buy	+194,923	New	+$2.5M	0.03%	531
2024 Q2	–	Sell	-15,728	Closed	-$191K	–	2022
2024 Q1	$191K	Sell	15,728 -3,617	-19%	-$43K	﹤0.01%	1835
2023 Q4	$229K	Sell	19,345 -1,069	-5%	-$11.6K	﹤0.01%	1687
2023 Q3	$211K	Sell	20,414 -328	-2%	-$3.7K	﹤0.01%	1673
2023 Q2	$243K	Buy	20,742 +710	+4%	+$8.25K	﹤0.01%	1570
2023 Q1	$236K	Sell	20,032 -793	-4%	-$9.52K	﹤0.01%	1571
2022 Q4	$253K	Sell	20,825 -1,775	-8%	-$20.8K	﹤0.01%	1461
2022 Q3	$265K	Sell	22,600 -4,336	-16%	-$59.1K	﹤0.01%	1376
2022 Q2	$353K	Sell	26,936 -9,334	-26%	-$126K	0.01%	1134
2022 Q1	$536K	Buy	+36,270	New	+$570K	0.01%	1030

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

Atria Wealth Solutions's NVG Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2025, closing a stake of 21,062 shares — an estimated $258K sold.

Atria Wealth Solutions first reported a position in NVG in Q1 2022 and held it in 11 quarters. The position peaked at $2.62M in Q3 2024. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

Atria Wealth Solutions reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 21,062 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $258K.
Atria Wealth Solutions first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $2.62M in Q3 2024.
256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.