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

Concurrent Investment 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	$477K	Buy	37,237 +8,911	+31%	+$112K	﹤0.01%	1434
2026 Q1	$349K	Buy	28,326 +1,054	+4%	+$13.5K	﹤0.01%	1398
2025 Q4	$345K	Sell	27,272 -763	-3%	-$9.56K	﹤0.01%	1314
2025 Q3	$345K	Buy	28,035 +4,915	+21%	+$58.5K	0.01%	1093
2025 Q2	$276K	Buy	23,120 +3,976	+21%	+$47.1K	0.01%	1101
2025 Q1	$237K	Buy	19,144 +2,459	+15%	+$30.8K	0.01%	1046
2024 Q4	$205K	Buy	16,685 +9	+0.1%	+$116	0.01%	986
2024 Q3	$223K	Buy	16,676 +3,364	+25%	+$43.1K	0.01%	894
2024 Q2	$166K	Buy	13,312 +663	+5%	+$7.92K	0.01%	898
2024 Q1	$154K	Hold	12,649	–	–	0.01%	833
2023 Q4	$150K	Buy	+12,649	New	+$137K	0.01%	799

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

Concurrent Investment Advisors's NVG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 31% in Q2 2026, buying an estimated $112K and bringing the position to 37,237 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Concurrent Investment Advisors first reported a position in NVG in Q4 2023 and has held it in 11 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Concurrent Investment Advisors held 37,237 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $477K as of Q2 2026.
Concurrent Investment Advisors bought 8,911 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $112K.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1434 holding.
Concurrent Investment Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2023 and has held it in 11 quarters since.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.