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Blue Trust Inc’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Blue Trust Inc’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 		$13.2K Hold
1,029
– – ﹤0.01% 1783
2026
Q1 		$12.7K Hold
1,029
– – ﹤0.01% 1780
2025
Q4 		$13K Hold
1,029
– – ﹤0.01% 1797
2025
Q3 		$12.6K Hold
1,029
– – ﹤0.01% 1804
2025
Q2 		$12.3K Buy
1,029
+7
+0.7% +$83 ﹤0.01% 1829
2025
Q1 		$12.7K Buy
1,022
+13
+1% +$163 ﹤0.01% 1799
2024
Q4 		$12.4K Buy
1,009
+42
+4% +$541 ﹤0.01% 1760
2024
Q3 		$12K Buy
+967
New +$12.4K ﹤0.01% 2123

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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

Blue Trust Inc's NVG Position: Q2 2026 in Review

Blue Trust Inc held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 1,029 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Blue Trust Inc first reported a position in NVG in Q3 2024 and has held it in 8 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Blue Trust Inc held 1,029 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $13.2K as of Q2 2026.
  • Blue Trust Inc left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1783 holding.
  • Blue Trust Inc first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2024 and has held it in 8 quarters since.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.