Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AWE
Avidian Wealth Enterprises’s
Nuveen AMT-Free Municipal Credit Income Fund
NVG
Stock Holding History
Avidian Wealth Enterprises’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
Q1
$148K
Hold
12,000
–
–
﹤0.01%
657
2025
Q4
$152K
Hold
12,000
–
–
0.01%
568
2025
Q3
$147K
Buy
12,000
+2,000
+20%
+$23.8K
0.01%
568
2025
Q2
$119K
Hold
10,000
–
–
﹤0.01%
540
2025
Q1
$124K
Hold
10,000
–
–
0.01%
506
2024
Q4
$123K
Hold
10,000
–
–
0.01%
494
2024
Q3
$134K
Hold
10,000
–
–
0.01%
486
2024
Q2
$125K
Hold
10,000
–
–
0.01%
487
2024
Q1
$122K
Buy
+10,000
New
+$119K
0.01%
431
Other funds holding NVG
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
HWAM
Hennion & Walsh Asset Management
Parsippany, New Jersey
$3.5B AUM
41.95%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
AFG
Artesa Financial Group
Conroe, Texas
$105M AUM
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close