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 Q2	–	Sell	-2,936	Closed	-$36.2K	–	114
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

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 & Planning LLC's NVG Position: Q2 2026 in Review

Capital & Planning LLC sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026, closing a stake of 2,936 shares — an estimated $36.2K sold.

Capital & Planning LLC first reported a position in NVG in Q4 2024 and held it in 2 quarters. The position peaked at $36.2K in Q1 2026. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Capital & Planning LLC reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 2,936 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $36.2K.
Capital & Planning LLC first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $36.2K in Q1 2026.
261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.