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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Daymark Wealth Partners's NVG Position: Q1 2026 in Review

Daymark Wealth Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2026, closing a stake of 16,000 shares — an estimated $203K sold.

Daymark Wealth Partners first reported a position in NVG in Q1 2024 and held it in 8 quarters. The position peaked at $407K in Q1 2024. 255 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

Daymark Wealth Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2026 after selling out during the quarter.
Daymark Wealth Partners sold 16,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $203K.
Daymark Wealth Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2024 and held it in 8 quarters.
Daymark Wealth Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $407K in Q1 2024.
255 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.