Concord Wealth Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Concord Wealth Partners’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
2025 Q3	–	Sell	-3,003	Closed	-$35.8K	–	869
2025 Q2	$35.8K	Hold	3,003	–	–	0.01%	383
2025 Q1	$37.2K	Hold	3,003	–	–	0.01%	361
2024 Q4	$36.8K	Hold	3,003	–	–	0.01%	378
2024 Q3	$40.2K	Hold	3,003	–	–	0.01%	364
2024 Q2	$37.4K	Hold	3,003	–	–	0.01%	344
2024 Q1	$36.5K	Hold	3,003	–	–	0.01%	402
2023 Q4	$35.5K	Hold	3,003	–	–	0.01%	404
2023 Q3	$31K	Hold	3,003	–	–	0.01%	442
2023 Q2	$35.1K	Hold	3,003	–	–	0.01%	411
2023 Q1	$35.4K	Hold	3,003	–	–	0.01%	399
2022 Q4	$36.5K	Buy	+3,003	New	+$35.3K	0.01%	422
2022 Q3	–	Sell	-3,003	Closed	-$39K	–	794
2022 Q2	$39K	Hold	3,003	–	–	0.01%	414
2022 Q1	$44K	Hold	3,003	–	–	0.01%	462
2021 Q4	$54K	Hold	3,003	–	–	0.01%	443
2021 Q3	$52K	Sell	3,003 -130	-4%	-$2.31K	0.02%	216
2021 Q2	$56K	Hold	3,133	–	–	0.02%	335
2021 Q1	$53K	Hold	3,133	–	–	0.02%	328
2020 Q4	$53K	Buy	+3,133	New	+$50.4K	0.04%	200

Other funds holding NVG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concord Wealth Partners's NVG Position: Q3 2025 in Review

Concord Wealth Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2025, closing a stake of 3,003 shares — an estimated $35.8K sold.

Concord Wealth Partners first reported a position in NVG in Q4 2020 and held it in 18 quarters. The position peaked at $56K in Q2 2021. 250 funds tracked by Wall St. Rank hold NVG as of Q3 2025.

Concord Wealth Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 3,003 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2025, an estimated $35.8K.
Concord Wealth Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and held it in 18 quarters.
Concord Wealth Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $56K in Q2 2021.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.