Avantax Advisory Services’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Avantax Advisory Services’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 Q2	$284K	Sell	23,819 -4,401	-16%	-$52.1K	﹤0.01%	1956
2025 Q1	$349K	Buy	28,220 +481	+2%	+$6.03K	﹤0.01%	1728
2024 Q4	$340K	Buy	27,739 +4,576	+20%	+$59K	﹤0.01%	1701
2024 Q3	$310K	Buy	23,163 +1,854	+9%	+$23.8K	﹤0.01%	1723
2024 Q2	$266K	Sell	21,309 -397	-2%	-$4.74K	﹤0.01%	1775
2024 Q1	$264K	Sell	21,706 -4,008	-16%	-$47.6K	﹤0.01%	1375
2023 Q4	$304K	Sell	25,714 -3,840	-13%	-$41.7K	﹤0.01%	1227
2023 Q3	$305K	Buy	29,554 +6,313	+27%	+$71.1K	﹤0.01%	1192
2023 Q2	$272K	Sell	23,241 -1,197	-5%	-$13.9K	﹤0.01%	1235
2023 Q1	$288K	Buy	24,438 +4,196	+21%	+$50.4K	﹤0.01%	1173
2022 Q4	$246K	Sell	20,242 -11,251	-36%	-$132K	﹤0.01%	1209
2022 Q3	$368K	Sell	31,493 -125	-0.4%	-$1.7K	0.01%	912
2022 Q2	$415K	Sell	31,618 -1,419	-4%	-$19.2K	0.01%	853
2022 Q1	$491K	Sell	33,037 -3,329	-9%	-$52.4K	0.01%	798
2021 Q4	$652K	Buy	36,366 +843	+2%	+$14.7K	0.01%	668
2021 Q3	$610K	Buy	35,523 +3,078	+9%	+$54.7K	0.01%	644
2021 Q2	$581K	Buy	32,445 +7,924	+32%	+$137K	0.01%	649
2021 Q1	$412K	Buy	24,521 +1,689	+7%	+$28.2K	0.01%	683
2020 Q4	$383K	Sell	22,832 -24,913	-52%	-$401K	0.01%	640
2020 Q3	$748K	Buy	47,745 +24,561	+106%	+$385K	0.01%	640
2020 Q2	$355K	Sell	23,184 -218	-0.9%	-$3.2K	0.01%	582
2020 Q1	$343K	Sell	23,402 -1,855	-7%	-$29.9K	0.01%	535
2019 Q4	$421K	Buy	25,257 +4,193	+20%	+$69K	0.01%	525
2019 Q3	$353K	Buy	21,064 +2,413	+13%	+$39.6K	0.01%	392
2019 Q2	$296K	Buy	18,651 +3,965	+27%	+$61.6K	0.01%	398
2019 Q1	$222K	Buy	14,686 +14	+0.1%	+$204	0.01%	435
2018 Q4	$205K	Buy	+14,672	New	+$201K	0.03%	378

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's NVG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 16% in Q2 2025, selling an estimated $52.1K and leaving 23,819 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Avantax Advisory Services first reported a position in NVG in Q4 2018 and has held it in 27 quarters since. The position peaked at $748K in Q3 2020. 257 funds tracked by Wall St. Rank hold NVG as of Q2 2025.

Avantax Advisory Services held 23,819 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $284K as of Q2 2025.
Avantax Advisory Services sold 4,401 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2025, an estimated $52.1K.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1956 holding.
Avantax Advisory Services first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $748K in Q3 2020.
257 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.