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

Axxcess 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
2026 Q2	$726K	Buy	+56,757	New	+$715K	0.01%	613
2026 Q1	–	Sell	-56,697	Closed	-$718K	–	787
2025 Q4	$718K	Buy	56,697 +9,548	+20%	+$120K	0.01%	586
2025 Q3	$579K	Buy	47,149 +10,018	+27%	+$119K	0.01%	581
2025 Q2	$443K	Buy	37,131 +35	+0.1%	+$415	0.01%	624
2025 Q1	$459K	Buy	37,096 +522	+1%	+$6.54K	0.01%	577
2024 Q4	$448K	Sell	36,574 -957	-3%	-$12.3K	0.01%	570
2024 Q3	$503K	Sell	37,531 -2,095	-5%	-$26.9K	0.01%	546
2024 Q2	$494K	Sell	39,626 -11,975	-23%	-$143K	0.01%	524
2024 Q1	$627K	Sell	51,601 -1,286	-2%	-$15.3K	0.02%	483
2023 Q4	$625K	Buy	+52,887	New	+$575K	0.02%	465

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

Axxcess Wealth Management's NVG Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026: 56,757 shares worth $726K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in NVG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in NVG in Q4 2023 and has held it in 10 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Axxcess Wealth Management held 56,757 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $726K as of Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund was a new Axxcess Wealth Management position in Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #613 holding.
Axxcess Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2023 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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.