DWP
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Daymark Wealth Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Daymark Wealth Partners’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 		– Sell
-16,000
Closed -$203K – 750
2025
Q4 		$203K Hold
16,000
– – 0.01% 591
2025
Q3 		$197K Hold
16,000
– – 0.01% 588
2025
Q2 		$191K Sell
16,000
-4,081
-20% -$48.3K 0.01% 546
2025
Q1 		$249K Hold
20,081
– – 0.01% 447
2024
Q4 		$246K Hold
20,081
– – 0.01% 445
2024
Q3 		$269K Hold
20,081
– – 0.01% 446
2024
Q2 		$250K Sell
20,081
-13,419
-40% -$160K 0.01% 437
2024
Q1 		$407K Buy
+33,500
New +$398K 0.02% 292

Other funds holding NVG

GC
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return