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Avior Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Avior Wealth Management’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
-3,879
Closed -$47.6K – 1802
2024
Q4 		$47.6K Sell
3,879
-565
-13% -$7.28K ﹤0.01% 1169
2024
Q3 		$59.5K Sell
4,444
-9,943
-69% -$128K ﹤0.01% 1059
2024
Q2 		$179K Sell
14,387
-158
-1% -$1.89K 0.01% 698
2024
Q1 		$177K Buy
14,545
+14,284
+5,473% +$170K 0.01% 745
2023
Q4 		$3.09K Buy
261
+5
+2% +$54 ﹤0.01% 1257
2023
Q3 		$2.65K Buy
256
+3
+1% +$34 ﹤0.01% 1347
2023
Q2 		$2.97K Buy
253
+2
+0.8% +$23 ﹤0.01% 1304
2023
Q1 		$2.96K Buy
251
+2
+0.8% +$24 ﹤0.01% 1342
2022
Q4 		$3.03K Buy
249
+5
+2% +$59 ﹤0.01% 1013
2022
Q3 		$2K Buy
244
+3
+1% +$41 ﹤0.01% 1042
2022
Q2 		$3K Buy
241
+4
+2% +$54 ﹤0.01% 918
2022
Q1 		$3K Buy
237
+2
+0.9% +$31 ﹤0.01% 955
2021
Q4 		$4K Buy
235
+4
+2% +$70 ﹤0.01% 925
2021
Q3 		$3K Buy
231
+2
+0.9% +$36 ﹤0.01% 904
2021
Q2 		$4K Buy
229
+3
+1% +$52 ﹤0.01% 845
2021
Q1 		$3K Buy
226
+2
+0.9% +$33 ﹤0.01% 882
2020
Q4 		$3K Buy
224
+5
+2% +$80 ﹤0.01% 848
2020
Q3 		$3K Buy
219
+2
+0.9% +$31 ﹤0.01% 801
2020
Q2 		$3K Buy
+217
New +$3.18K ﹤0.01% 769

Other funds holding NVG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Avior Wealth Management's NVG Position: Q1 2025 in Review

Avior Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2025, closing a stake of 3,879 shares — an estimated $47.6K sold.

Avior Wealth Management first reported a position in NVG in Q2 2020 and held it in 19 quarters. The position peaked at $179K in Q2 2024. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

  • Avior Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,879 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $47.6K.
  • Avior Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2020 and held it in 19 quarters.
  • Avior Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $179K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.