Corient Private Wealth
NVG icon

Corient Private Wealth’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Corient Private Wealth’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
Q1 		$531K Sell
42,918
-9,168
-18% -$118K ﹤0.01% 2000
2025
Q4 		$659K Buy
52,086
+22,312
+75% +$280K ﹤0.01% 2147
2025
Q3 		$366K Sell
29,774
-2,949
-9% -$35.1K ﹤0.01% 1993
2025
Q2 		$390K Buy
+32,723
New +$388K ﹤0.01% 1835

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $105M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Corient Private Wealth's NVG Position: Q1 2026 in Review

Corient Private Wealth reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 18% in Q1 2026, selling an estimated $118K and leaving 42,918 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Corient Private Wealth first reported a position in NVG in Q2 2025 and has held it in 4 quarters since. The position peaked at $659K in Q4 2025. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • Corient Private Wealth held 42,918 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $531K as of Q1 2026.
  • Corient Private Wealth sold 9,168 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $118K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2000 holding.
  • Corient Private Wealth first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $659K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.