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B. Riley Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

B. Riley Wealth Advisors’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 		$178K Buy
+13,905
New +$175K 0.01% 794
2024
Q4 		– Sell
-23,881
Closed -$322K – 1246
2024
Q3 		$322K Sell
23,881
-10,971
-31% -$141K 0.01% 924
2024
Q2 		$437K Sell
34,852
-2,666
-7% -$31.8K 0.01% 875
2024
Q1 		$388K Buy
37,518
+2,529
+7% +$30K 0.01% 922
2023
Q4 		$414K Sell
34,989
-2,529
-7% -$27.5K 0.01% 915
2023
Q3 		$388K Buy
37,518
+6,645
+22% +$74.9K 0.01% 922
2023
Q2 		$362K Sell
30,873
-11,953
-28% -$139K 0.01% 1023
2023
Q1 		$506K Sell
42,826
-5,157
-11% -$61.9K 0.01% 795
2022
Q4 		$583K Sell
47,983
-11,399
-19% -$134K 0.02% 731
2022
Q3 		$693K Buy
59,382
+47,314
+392% +$644K 0.02% 636
2022
Q2 		$159K Sell
12,068
-3,646
-23% -$49.4K 0.01% 1074
2022
Q1 		$233K Sell
15,714
-4,396
-22% -$69.1K 0.01% 1140
2021
Q4 		$361K Buy
20,110
+1,309
+7% +$22.8K 0.01% 969
2021
Q3 		$323K Buy
18,801
+2,372
+14% +$42.2K 0.01% 1001
2021
Q2 		$294K Buy
16,429
+116
+0.7% +$2.01K 0.01% 1033
2021
Q1 		$276K Buy
16,313
+235
+1% +$3.92K 0.01% 1039
2020
Q4 		$270K Sell
16,078
-366
-2% -$5.89K 0.01% 819
2020
Q3 		$258K Sell
16,444
-3,728
-18% -$58.5K 0.01% 758
2020
Q2 		$309K Buy
20,172
+819
+4% +$12K 0.02% 625
2020
Q1 		$285K Buy
19,353
+1,197
+7% +$19.3K 0.02% 555
2019
Q4 		$303K Buy
+18,156
New +$299K 0.03% 599
2016
Q4 		– Sell
-13,226
Closed -$213K – 604
2016
Q3 		$213K Buy
+13,226
New +$214K 0.04% 513
2015
Q1 		– Sell
-314
Closed -$4K – 1502
2014
Q4 		$4K Buy
+314
New +$4.43K ﹤0.01% 3230
2014
Q3 		– Sell
-2,134
Closed -$30.2K – 1461
2014
Q2 		$30.2K Buy
+2,134
New +$29.4K 0.01% 1264
2014
Q1 		– Sell
-5,296
Closed -$66K – 779
2013
Q4 		$66K Sell
5,296
-555
-9% -$6.96K 0.02% 630
2013
Q3 		$74K Sell
5,851
-2,513
-30% -$31.3K 0.03% 599
2013
Q2 		$112K Buy
+8,364
New +$120K 0.04% 512

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

B. Riley Wealth Advisors's NVG Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026: 13,905 shares worth $178K. The stake represents 0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in NVG as recently as Q3 2024.

B. Riley Wealth Advisors first reported a position in NVG in Q2 2013 and has held it in 27 quarters since. The position peaked at $693K in Q3 2022. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • B. Riley Wealth Advisors held 13,905 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $178K as of Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund was a new B. Riley Wealth Advisors position in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #794 holding.
  • B. Riley Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2013 and has held it in 27 quarters since.
  • B. Riley Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $693K in Q3 2022.
  • 261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.