Belpointe Asset Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Belpointe Asset 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	$177K	Buy	+13,832	New	+$174K	0.01%	1079
2025 Q4	–	Sell	-10,678	Closed	-$131K	–	1086
2025 Q3	$131K	Sell	10,678 -2,000	-16%	-$23.8K	0.01%	952
2025 Q2	$151K	Hold	12,678	–	–	0.01%	896
2025 Q1	$157K	Buy	+12,678	New	+$159K	0.01%	875
2024 Q4	–	Sell	-12,400	Closed	-$166K	–	920
2024 Q3	$166K	Buy	+12,400	New	+$159K	0.01%	820
2023 Q2	–	Sell	-35,081	Closed	-$413K	–	2399
2023 Q1	$413K	Sell	35,081 -3,500	-9%	-$42K	0.02%	625
2022 Q4	$468K	Buy	38,581 +6,244	+19%	+$73.3K	0.03%	564
2022 Q3	$378K	Buy	32,337 +2,819	+10%	+$38.4K	0.03%	608
2022 Q2	$387K	Buy	29,518 +674	+2%	+$9.13K	0.03%	591
2022 Q1	$426K	Sell	28,844 -7,900	-22%	-$124K	0.03%	595
2021 Q4	$658K	Sell	36,744 -3,650	-9%	-$63.7K	0.04%	439
2021 Q3	$693K	Hold	40,394	–	–	0.05%	417
2021 Q2	$721K	Hold	40,394	–	–	0.05%	379
2021 Q1	$683K	Hold	40,394	–	–	0.06%	334
2020 Q4	$678K	Sell	40,394 -4,300	-10%	-$69.2K	0.06%	335
2020 Q3	$700K	Sell	44,694 -9	-0%	-$141	0.08%	265
2020 Q2	$683K	Buy	44,703 +11,000	+33%	+$161K	0.09%	234
2020 Q1	$495K	Buy	33,703 +2,000	+6%	+$32.3K	0.09%	244
2019 Q4	$528K	Buy	31,703 +9,800	+45%	+$161K	0.07%	316
2019 Q3	$366K	Buy	21,903 +2,000	+10%	+$32.8K	0.06%	355
2019 Q2	$316K	Buy	19,903 +2,000	+11%	+$31.1K	0.06%	322
2019 Q1	$271K	Buy	17,903 +1,000	+6%	+$14.5K	0.05%	256
2018 Q4	$236K	Sell	16,903 -2,400	-12%	-$32.9K	0.06%	313
2018 Q3	$281K	Buy	+19,303	New	+$285K	0.04%	378
2018 Q1	–	Sell	-14,138	Closed	-$218K	–	437
2017 Q4	$218K	Buy	+14,138	New	+$218K	0.05%	406

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

Belpointe Asset Management's NVG Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026: 13,832 shares worth $177K. The stake represents 0.01% of the portfolio and ranks #1079 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in NVG as recently as Q3 2025.

Belpointe Asset Management first reported a position in NVG in Q4 2017 and has held it in 25 quarters since. The position peaked at $721K in Q2 2021. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Belpointe Asset Management held 13,832 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $177K as of Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund was a new Belpointe Asset Management position in Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1079 holding.
Belpointe Asset Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2017 and has held it in 25 quarters since.
Belpointe Asset Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $721K in Q2 2021.
261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.