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

Bartlett & Co 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 Q1	–	Sell	-1,283	Closed	-$16.2K	–	1343
2025 Q4	$16.2K	Buy	1,283 +749	+140%	+$9.39K	﹤0.01%	858
2025 Q3	$6.61K	Hold	534	–	–	﹤0.01%	968
2025 Q2	$6.41K	Hold	534	–	–	﹤0.01%	966
2025 Q1	$6.65K	Hold	534	–	–	﹤0.01%	955
2024 Q4	$6.55K	Hold	534	–	–	﹤0.01%	945
2024 Q3	$7.19K	Hold	534	–	–	﹤0.01%	941
2024 Q2	$6.7K	Hold	534	–	–	﹤0.01%	961
2024 Q1	$6.54K	Sell	534 -435	-45%	-$5.17K	﹤0.01%	952
2023 Q4	$11.5K	Hold	969	–	–	﹤0.01%	977
2023 Q3	$10K	Sell	969 -1,429	-60%	-$16.1K	﹤0.01%	927
2023 Q2	$28.2K	Buy	2,398 +1,963	+451%	+$22.8K	﹤0.01%	760
2023 Q1	$5.14K	Hold	435	–	–	﹤0.01%	890
2022 Q4	$5.28K	Hold	435	–	–	﹤0.01%	914
2022 Q3	$5.1K	Hold	435	–	–	﹤0.01%	923
2022 Q2	$5.73K	Hold	435	–	–	﹤0.01%	991
2022 Q1	$6.46K	Buy	+435	New	+$6.84K	﹤0.01%	884
2021 Q4	–	Sell	-435	Closed	-$7.49K	–	717
2021 Q3	$7.49K	Hold	435	–	–	﹤0.01%	736
2021 Q2	$7.8K	Hold	435	–	–	﹤0.01%	715
2021 Q1	$7.38K	Hold	435	–	–	﹤0.01%	760
2020 Q4	$7.3K	Hold	435	–	–	﹤0.01%	762
2020 Q3	$6.84K	Hold	435	–	–	﹤0.01%	709
2020 Q2	$6.67K	Hold	435	–	–	﹤0.01%	712
2020 Q1	$6.68K	Sell	435 -4,067	-90%	-$65.6K	﹤0.01%	702
2019 Q4	$75K	Hold	4,502	–	–	﹤0.01%	453
2019 Q3	$75.6K	Hold	4,502	–	–	﹤0.01%	432
2019 Q2	$71.7K	Hold	4,502	–	–	﹤0.01%	368
2019 Q1	$68.3K	Hold	4,502	–	–	﹤0.01%	371
2018 Q4	$62.9K	Hold	4,502	–	–	﹤0.01%	373
2018 Q3	$65.8K	Hold	4,502	–	–	﹤0.01%	398
2018 Q2	$66K	Hold	4,502	–	–	﹤0.01%	390
2018 Q1	$65.7K	Buy	+4,502	New	+$66.3K	﹤0.01%	396

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

AFG

Artesa Financial Group Conroe, Texas $117M AUM

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bartlett & Co Wealth Management's NVG Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2026, closing a stake of 1,283 shares — an estimated $16.2K sold.

Bartlett & Co Wealth Management first reported a position in NVG in Q1 2018 and held it in 31 quarters. The position peaked at $75.6K in Q3 2019. 255 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,283 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $16.2K.
Bartlett & Co Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2018 and held it in 31 quarters.
Bartlett & Co Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $75.6K in Q3 2019.
255 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.