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

Capital & Planning 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
Q1 		$36.2K Buy
+2,936
New +$37.7K 0.02% 65
2025
Q1 		– Sell
-2,936
Closed -$36K – 126
2024
Q4 		$36K Buy
+2,936
New +$37.8K 0.03% 59

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
AFG
Artesa Financial Group Conroe, Texas $117M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital & Planning LLC's NVG Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2026: 2,936 shares worth $36.2K. The stake represents 0.02% of the portfolio and ranks #65 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in NVG as recently as Q4 2024.

Capital & Planning LLC first reported a position in NVG in Q4 2024 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • Capital & Planning LLC held 2,936 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $36.2K as of Q1 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund was a new Capital & Planning LLC position in Q1 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.02% of Capital & Planning LLC's portfolio in Q1 2026, its #65 holding.
  • Capital & Planning LLC first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.