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 Q2	$154K	Hold	12,000	–	–	﹤0.01%	716
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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Avidian Wealth Enterprises's NVG Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 12,000 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Avidian Wealth Enterprises first reported a position in NVG in Q1 2024 and has held it in 10 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Avidian Wealth Enterprises held 12,000 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $154K as of Q2 2026.
Avidian Wealth Enterprises left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #716 holding.
Avidian Wealth Enterprises first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2024 and has held it in 10 quarters since.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.