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Congress Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Congress Wealth Management’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
Q2 		$125K Hold
10,450
– – ﹤0.01% 1157
2025
Q1 		$129K Sell
10,450
-38,000
-78% -$476K ﹤0.01% 1046
2024
Q4 		$594K Buy
+48,450
New +$624K 0.01% 601

Other funds holding NVG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Wealth Management's NVG Position: Q2 2025 in Review

Congress Wealth Management held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2025 at 10,450 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Congress Wealth Management first reported a position in NVG in Q4 2024 and has held it in 3 quarters since. The position peaked at $594K in Q4 2024. 257 funds tracked by Wall St. Rank hold NVG as of Q2 2025.

  • Congress Wealth Management held 10,450 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $125K as of Q2 2025.
  • Congress Wealth Management left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2025.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1157 holding.
  • Congress Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $594K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.