Capital Analysts LLC’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Capital Analysts LLC’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	$4K	Buy	+334	New	+$4.21K	﹤0.01%	1423
2021 Q4	–	Sell	-1,925	Closed	-$33K	–	1023
2021 Q3	$33K	Hold	1,925	–	–	﹤0.01%	630
2021 Q2	$34K	Sell	1,925 -636	-25%	-$11K	﹤0.01%	602
2021 Q1	$43K	Sell	2,561 -1,194	-32%	-$19.9K	﹤0.01%	603
2020 Q4	$63K	Buy	3,755 +1,925	+105%	+$31K	0.01%	388
2020 Q3	$29K	Hold	1,830	–	–	﹤0.01%	467
2020 Q2	$28K	Hold	1,830	–	–	﹤0.01%	441
2020 Q1	$27K	Hold	1,830	–	–	﹤0.01%	417
2019 Q4	$31K	Hold	1,830	–	–	﹤0.01%	451
2019 Q3	$30K	Sell	1,830 -1,830	-50%	-$30K	﹤0.01%	442
2019 Q2	$58K	Buy	3,660 +802	+28%	+$12.5K	0.01%	350
2019 Q1	$43K	Buy	2,858 +832	+41%	+$12.1K	0.01%	371
2018 Q4	$28K	Hold	2,026	–	–	﹤0.01%	380
2018 Q3	$29K	Sell	2,026 -456	-18%	-$6.74K	﹤0.01%	369
2018 Q2	$36K	Sell	2,482 -489	-16%	-$7.2K	﹤0.01%	360
2018 Q1	$43K	Buy	+2,971	New	+$43.7K	0.01%	329

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

Capital Analysts LLC's NVG Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026: 334 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1423 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in NVG as recently as Q3 2021.

Capital Analysts LLC first reported a position in NVG in Q1 2018 and has held it in 16 quarters since. The position peaked at $63K in Q4 2020. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Capital Analysts LLC held 334 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $4K as of Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund was a new Capital Analysts LLC position in Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1423 holding.
Capital Analysts LLC first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2018 and has held it in 16 quarters since.
Capital Analysts LLC's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $63K in Q4 2020.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.