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Chapin Davis’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Chapin Davis’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
Q3 		$913K Sell
86,085
-10,841
-11% -$131K 0.18% 96
2026
Q2 		$1.24M Buy
96,926
+16,520
+21% +$208K 0.22% 77
2026
Q1 		$991K Buy
80,406
+64,565
+408% +$829K 0.22% 94
2025
Q4 		$201K Hold
15,841
– – 0.05% 236
2025
Q3 		$195K Sell
15,841
-1,500
-9% -$17.8K 0.05% 237
2025
Q2 		$207K Buy
17,341
+500
+3% +$5.92K 0.06% 215
2025
Q1 		$208K Buy
16,841
+3,000
+22% +$37.6K 0.07% 201
2024
Q4 		$185K Hold
13,841
– – 0.06% 220
2024
Q3 		$185K Sell
13,841
-3,834
-22% -$49.2K 0.06% 221
2024
Q2 		$220K Sell
17,675
-810
-4% -$9.67K 0.08% 200
2024
Q1 		$225K Sell
18,485
-429
-2% -$5.1K 0.08% 197
2023
Q4 		$224K Buy
18,914
+2,411
+15% +$26.2K 0.09% 187
2023
Q3 		$170K Buy
16,503
+1,122
+7% +$12.6K 0.08% 183
2023
Q2 		$180K Buy
15,381
+959
+7% +$11.1K 0.09% 200
2023
Q1 		$170K Buy
14,422
+4
+0% +$48 0.09% 200
2022
Q4 		$175K Buy
+14,418
New +$169K 0.1% 178

Other funds holding NVG

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Chapin Davis's NVG Position: Q3 2026 in Review

Chapin Davis reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 11% in Q3 2026, selling an estimated $131K and leaving 86,085 shares worth $913K. The position accounts for 0.18% of the portfolio, ranked #96.

Chapin Davis first reported a position in NVG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q2 2026. 11 funds tracked by Wall St. Rank hold NVG as of Q3 2026.

  • Chapin Davis held 86,085 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $913K as of Q3 2026.
  • Chapin Davis sold 10,841 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2026, an estimated $131K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.18% of Chapin Davis's portfolio in Q3 2026, its #96 holding.
  • Chapin Davis first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.24M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.