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CAM
Cresset Asset Management’s
Nuveen AMT-Free Municipal Credit Income Fund
NVG
Stock Holding History
Cresset Asset 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
2026
Q1
$177K
Sell
14,233
-12,286
-46%
-$158K
﹤0.01%
1493
2025
Q4
$336K
Buy
26,519
+15,198
+134%
+$191K
﹤0.01%
1242
2025
Q3
$140K
Hold
11,321
–
–
﹤0.01%
1463
2025
Q2
$136K
Sell
11,321
-8,000
-41%
-$94.8K
﹤0.01%
1340
2025
Q1
$241K
Hold
19,321
–
–
﹤0.01%
1440
2024
Q4
$237K
Hold
19,321
–
–
﹤0.01%
1482
2024
Q3
$260K
Hold
19,321
–
–
﹤0.01%
1865
2024
Q2
$242K
Buy
19,321
+664
+4%
+$7.93K
﹤0.01%
1816
2024
Q1
$228K
Buy
18,657
+157
+0.8%
+$1.86K
﹤0.01%
1715
2023
Q4
$219K
Hold
18,500
–
–
﹤0.01%
1651
2023
Q3
$192K
Sell
18,500
-100
-0.5%
-$1.13K
﹤0.01%
1641
2023
Q2
$218K
Buy
+18,600
New
+$216K
﹤0.01%
1697
Other funds holding NVG
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
AFG
Artesa Financial Group
Conroe, Texas
$105M AUM
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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