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

Bullock 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 		$3.84K Hold
299
– – ﹤0.01% 519
2026
Q1 		$3.74K Hold
299
– – ﹤0.01% 520
2025
Q4 		$3.79K Hold
299
– – ﹤0.01% 488
2025
Q3 		$3.71K Hold
299
– – ﹤0.01% 501
2025
Q2 		$3.59K Hold
299
– – ﹤0.01% 475
2025
Q1 		$3.71K Hold
299
– – ﹤0.01% 466
2024
Q4 		$3.67K Buy
+299
New +$3.85K ﹤0.01% 468

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

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

Bullock Wealth Management held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 299 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Bullock Wealth Management first reported a position in NVG in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Bullock Wealth Management held 299 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $3.84K as of Q2 2026.
  • Bullock Wealth Management 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 Bullock Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Bullock Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.