EW
NVG icon

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

Element Wealth’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
Q2 		$332K Sell
25,933
-1,000
-4% -$12.6K 0.12% 158
2026
Q1 		$332K Hold
26,933
– – 0.14% 150
2025
Q4 		$341K Sell
26,933
-1,594
-6% -$20K 0.14% 142
2025
Q3 		$351K Hold
28,527
– – 0.15% 126
2025
Q2 		$340K Hold
28,527
– – 0.16% 119
2025
Q1 		$353K Hold
28,527
– – 0.19% 98
2024
Q4 		$350K Sell
28,527
-6,404
-18% -$82.5K 0.18% 100
2024
Q3 		$468K Hold
34,931
– – 0.25% 72
2024
Q2 		$435K Sell
34,931
-3,990
-10% -$47.6K 0.24% 74
2024
Q1 		$473K Hold
38,921
– – 0.28% 69
2023
Q4 		$460K Sell
38,921
-1,063
-3% -$11.5K 0.29% 62
2023
Q3 		$412K Sell
39,984
-124
-0.3% -$1.4K 0.3% 64
2023
Q2 		$469K Sell
40,108
-1
-0% -$12 0.33% 59
2023
Q1 		$472K Hold
40,109
– – 0.35% 55
2022
Q4 		$487K Buy
40,109
+131
+0.3% +$1.54K 0.4% 50
2022
Q3 		$467K Buy
39,978
+126
+0.3% +$1.72K 0.43% 40
2022
Q2 		$522K Buy
39,852
+120
+0.3% +$1.63K 0.52% 35
2022
Q1 		$588K Buy
39,732
+73
+0.2% +$1.15K 0.47% 38
2021
Q4 		$711K Buy
39,659
+146
+0.4% +$2.55K 0.54% 31
2021
Q3 		$678K Buy
39,513
+94
+0.2% +$1.67K 0.54% 28
2021
Q2 		$704K Buy
39,419
+97
+0.2% +$1.68K 0.55% 30
2021
Q1 		$665K Buy
39,322
+66
+0.2% +$1.1K 0.55% 28
2020
Q4 		$659K Buy
39,256
+177
+0.5% +$2.85K 0.61% 28
2020
Q3 		$612K Buy
39,079
+100
+0.3% +$1.57K 0.65% 27
2020
Q2 		$596K Buy
38,979
+91
+0.2% +$1.33K 0.68% 25
2020
Q1 		$571K Sell
38,888
-14,567
-27% -$235K 0.79% 24
2019
Q4 		$891K Buy
+53,455
New +$879K 0.91% 24

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Element Wealth's NVG Position: Q2 2026 in Review

Element Wealth reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 3.7% in Q2 2026, selling an estimated $12.6K and leaving 25,933 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #158.

Element Wealth first reported a position in NVG in Q4 2019 and has held it in 27 quarters since. The position peaked at $891K in Q4 2019. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Element Wealth held 25,933 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $332K as of Q2 2026.
  • Element Wealth sold 1,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $12.6K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.12% of Element Wealth's portfolio in Q2 2026, its #158 holding.
  • Element Wealth first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and has held it in 27 quarters since.
  • Element Wealth's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $891K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.