Caitlin John’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Caitlin John’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	–	Sell	-590	Closed	-$7.28K	–	1039
2026 Q1	$7.28K	Sell	590 -500	-46%	-$6.42K	﹤0.01%	568
2025 Q4	$13.8K	Hold	1,090	–	–	0.01%	493
2025 Q3	$13.4K	Buy	+1,090	New	+$13K	0.01%	456

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

Caitlin John's NVG Position: Q2 2026 in Review

Caitlin John sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026, closing a stake of 590 shares — an estimated $7.28K sold.

Caitlin John first reported a position in NVG in Q3 2025 and held it in 3 quarters. The position peaked at $13.8K in Q4 2025. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Caitlin John reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
Caitlin John sold 590 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $7.28K.
Caitlin John first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2025 and held it in 3 quarters.
Caitlin John's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $13.8K in Q4 2025.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.