David J. Yvars Group
NVG icon

David J. Yvars Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

David J. Yvars Group’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
Q3 		$257K Sell
24,250
-7,800
-24% -$94.6K 0.12% 83
2026
Q2 		$410K Buy
32,050
+15,800
+97% +$199K 0.19% 62
2026
Q1 		$200K Buy
+16,250
New +$209K 0.11% 85

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Pinnacle Associates
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Melone Private Wealth
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Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

David J. Yvars Group's NVG Position: Q3 2026 in Review

David J. Yvars Group reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 24% in Q3 2026, selling an estimated $94.6K and leaving 24,250 shares worth $257K. The position accounts for 0.12% of the portfolio, ranked #83.

David J. Yvars Group first reported a position in NVG in Q1 2026 and has held it in 3 quarters since. The position peaked at $410K in Q2 2026. 63 funds tracked by Wall St. Rank hold NVG as of Q3 2026.

  • David J. Yvars Group held 24,250 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $257K as of Q3 2026.
  • David J. Yvars Group sold 7,800 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2026, an estimated $94.6K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.12% of David J. Yvars Group's portfolio in Q3 2026, its #83 holding.
  • David J. Yvars Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2026 and has held it in 3 quarters since.
  • David J. Yvars Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $410K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.