CAPTRUST Financial Advisors
NVG icon

CAPTRUST Financial Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

CAPTRUST Financial Advisors’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 		$1.65M Buy
128,765
+6,443
+5% +$81.1K ﹤0.01% 1427
2026
Q1 		$1.51M Buy
122,322
+6,793
+6% +$87.2K ﹤0.01% 1358
2025
Q4 		$1.46M Buy
115,529
+7,872
+7% +$98.7K ﹤0.01% 1266
2025
Q3 		$1.32M Sell
107,657
-4,062
-4% -$48.3K ﹤0.01% 1269
2025
Q2 		$1.33M Buy
111,719
+4,779
+4% +$56.6K ﹤0.01% 1188
2025
Q1 		$1.32M Buy
106,940
+1,324
+1% +$16.6K ﹤0.01% 1129
2024
Q4 		$1.29M Buy
105,616
+804
+0.8% +$10.4K ﹤0.01% 1096
2024
Q3 		$1.4M Buy
104,812
+3,507
+3% +$45K ﹤0.01% 998
2024
Q2 		$1.26M Buy
101,305
+1,336
+1% +$15.9K ﹤0.01% 1027
2024
Q1 		$1.21M Sell
99,969
-7,560
-7% -$89.8K ﹤0.01% 1023
2023
Q4 		$1.27M Sell
107,529
-154,285
-59% -$1.68M ﹤0.01% 1130
2023
Q3 		$2.7M Buy
261,814
+2,719
+1% +$30.6K 0.01% 743
2023
Q2 		$3.03M Buy
259,095
+31,064
+14% +$361K 0.01% 681
2023
Q1 		$2.69M Sell
228,031
-12,568
-5% -$151K 0.01% 649
2022
Q4 		$2.92M Buy
+240,599
New +$2.82M 0.01% 597
2017
Q1 		– Sell
-2,494
Closed -$36K – 147
2016
Q4 		$36K Buy
2,494
+989
+66% +$14.5K ﹤0.01% 122
2016
Q3 		$24K Buy
+1,505
New +$24.4K ﹤0.01% 76

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

CAPTRUST Financial Advisors's NVG Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 5.3% in Q2 2026, buying an estimated $81.1K and bringing the position to 128,765 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

CAPTRUST Financial Advisors first reported a position in NVG in Q3 2016 and has held it in 17 quarters since. The position peaked at $3.03M in Q2 2023. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • CAPTRUST Financial Advisors held 128,765 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.65M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 6,443 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $81.1K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1427 holding.
  • CAPTRUST Financial Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2016 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $3.03M in Q2 2023.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.