Catalina Capital Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Catalina Capital Group’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	$227K	Hold	18,376	–	–	0.13%	134
2025 Q4	$233K	Buy	18,376 +86	+0.5%	+$1.08K	0.14%	127
2025 Q3	$225K	Hold	18,290	–	–	0.14%	131
2025 Q2	$218K	Hold	18,290	–	–	0.14%	124
2025 Q1	$226K	Hold	18,290	–	–	0.15%	141
2024 Q4	$224K	Hold	18,290	–	–	0.07%	275
2024 Q3	$245K	Hold	18,290	–	–	0.08%	254
2024 Q2	$228K	Sell	18,290 -8,394	-31%	-$100K	0.09%	235
2024 Q1	$324K	Hold	26,684	–	–	0.13%	164
2023 Q4	$315K	Buy	+26,684	New	+$290K	0.21%	90

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

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 San Francisco, California $617B AUM 30.33% 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

AFG

Artesa Financial Group Conroe, Texas $117M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Catalina Capital Group's NVG Position: Q1 2026 in Review

Catalina Capital Group held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q1 2026 at 18,376 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #134.

Catalina Capital Group first reported a position in NVG in Q4 2023 and has held it in 10 quarters since. The position peaked at $324K in Q1 2024. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

Catalina Capital Group held 18,376 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $227K as of Q1 2026.
Catalina Capital Group left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q1 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.13% of Catalina Capital Group's portfolio in Q1 2026, its #134 holding.
Catalina Capital Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2023 and has held it in 10 quarters since.
Catalina Capital Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $324K in Q1 2024.
254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.