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Edge Financial Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Edge Financial Advisors’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
Q4 		$145K Sell
11,421
-1,679
-13% -$21K 0.06% 133
2025
Q3 		$161K Buy
+13,100
New +$156K 0.07% 135

Other funds holding NVG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $530B 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $105M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Financial Advisors's NVG Position: Q4 2025 in Review

Edge Financial Advisors reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 13% in Q4 2025, selling an estimated $21K and leaving 11,421 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #133.

Edge Financial Advisors first reported a position in NVG in Q3 2025 and has held it in 2 quarters since. The position peaked at $161K in Q3 2025. 253 funds tracked by Wall St. Rank hold NVG as of Q4 2025.

  • Edge Financial Advisors held 11,421 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $145K as of Q4 2025.
  • Edge Financial Advisors sold 1,679 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2025, an estimated $21K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.06% of Edge Financial Advisors's portfolio in Q4 2025, its #133 holding.
  • Edge Financial Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2025 and has held it in 2 quarters since.
  • Edge Financial Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $161K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.