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

Clearstead 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	$337K	Buy	26,312 +118	+0.5%	+$1.49K	﹤0.01%	895
2026 Q1	$323K	Buy	26,194 +74	+0.3%	+$950	﹤0.01%	835
2025 Q4	$331K	Buy	26,120 +153	+0.6%	+$1.92K	﹤0.01%	780
2025 Q3	$319K	Buy	25,967 +118	+0.5%	+$1.4K	﹤0.01%	766
2025 Q2	$308K	Buy	25,849 +114	+0.4%	+$1.35K	﹤0.01%	749
2025 Q1	$319K	Buy	25,735 +10,070	+64%	+$126K	﹤0.01%	692
2024 Q4	$192K	Buy	15,665 +138	+0.9%	+$1.78K	﹤0.01%	873
2024 Q3	$208K	Buy	15,527 +102	+0.7%	+$1.31K	﹤0.01%	853
2024 Q2	$192K	Buy	+15,425	New	+$184K	﹤0.01%	831

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

Clearstead Advisors's NVG Position: Q2 2026 in Review

Clearstead Advisors increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 0.45% in Q2 2026, buying an estimated $1.49K and bringing the position to 26,312 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Clearstead Advisors first reported a position in NVG in Q2 2024 and has held it in 9 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Clearstead Advisors held 26,312 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $337K as of Q2 2026.
Clearstead Advisors bought 118 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $1.49K.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #895 holding.
Clearstead Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2024 and has held it in 9 quarters since.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.