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

Dakota 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
Q3 		– Sell
-85,610
Closed -$1.02M – 746
2025
Q2 		$1.02M Buy
+85,610
New +$1.01M 0.02% 374
2025
Q1 		– Sell
-13,989
Closed -$172K – 790
2024
Q4 		$172K Sell
13,989
-84,102
-86% -$1.08M ﹤0.01% 721
2024
Q3 		$1.31M Sell
98,091
-2,406
-2% -$30.9K 0.03% 328
2024
Q2 		$1.25M Hold
100,497
– – 0.03% 323
2024
Q1 		$1.22M Sell
100,497
-481
-0.5% -$5.71K 0.03% 332
2023
Q4 		$1.19M Buy
100,978
+87,000
+622% +$945K 0.05% 288
2023
Q3 		$144K Hold
13,978
– – 0.01% 622
2023
Q2 		$164K Sell
13,978
-1,992
-12% -$23.1K 0.01% 600
2023
Q1 		$188K Hold
15,970
– – 0.01% 572
2022
Q4 		$194K Hold
15,970
– – 0.01% 555
2022
Q3 		$186K Buy
+15,970
New +$218K 0.02% 514
2020
Q2 		– Sell
-11,800
Closed -$173K – 283
2020
Q1 		$173K Buy
+11,800
New +$190K 0.04% 237
2019
Q1 		– Sell
-57,675
Closed -$808K – 325
2018
Q4 		$808K Buy
+57,675
New +$792K 0.18% 102

Other funds holding NVG

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Dakota Wealth Management's NVG Position: Q3 2025 in Review

Dakota Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2025, closing a stake of 85,610 shares — an estimated $1.02M sold.

Dakota Wealth Management first reported a position in NVG in Q4 2018 and held it in 13 quarters. The position peaked at $1.31M in Q3 2024. 250 funds tracked by Wall St. Rank hold NVG as of Q3 2025.

  • Dakota Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 85,610 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2025, an estimated $1.02M.
  • Dakota Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2018 and held it in 13 quarters.
  • Dakota Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.31M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.