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

Evoke 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 		– Sell
-26,000
Closed -$323K – 441
2026
Q1 		$323K Hold
26,000
– – 0.01% 521
2025
Q4 		$329K Sell
26,000
-3,000
-10% -$37.6K 0.01% 498
2025
Q3 		$359K Hold
29,000
– – 0.01% 457
2025
Q2 		$348K Hold
29,000
– – 0.01% 424
2025
Q1 		$361K Hold
29,000
– – 0.01% 325
2024
Q4 		$356K Hold
29,000
– – 0.01% 314
2024
Q3 		$391K Hold
29,000
– – 0.01% 294
2024
Q2 		$364K Hold
29,000
– – 0.43% 51
2024
Q1 		$354K Hold
29,000
– – 0.01% 305
2023
Q4 		$343K Hold
29,000
– – 0.56% 43
2023
Q3 		$300K Sell
29,000
-890
-3% -$10K 0.01% 294
2023
Q2 		$351K Sell
29,890
-5,000
-14% -$58.1K 0.01% 261
2023
Q1 		$412K Hold
34,890
– – 0.02% 235
2022
Q4 		$424K Sell
34,890
-3,803
-10% -$44.6K 0.02% 232
2022
Q3 		$454K Buy
38,693
+38
+0.1% +$518 0.02% 219
2022
Q2 		$509K Sell
38,655
-1,945
-5% -$26.3K 0.02% 212
2022
Q1 		$603K Buy
40,600
+40
+0.1% +$629 0.02% 214
2021
Q4 		$727K Buy
40,560
+6,560
+19% +$114K 0.02% 208
2021
Q3 		$585K Sell
34,000
-6,900
-17% -$123K 0.02% 217
2021
Q2 		$733K Hold
40,900
– – 0.03% 202
2021
Q1 		$694K Sell
40,900
-2,650
-6% -$44.2K 0.03% 183
2020
Q4 		$731K Buy
43,550
+6,580
+18% +$106K 0.05% 119
2020
Q3 		$581K Buy
36,970
+4,710
+15% +$73.8K 0.05% 120
2020
Q2 		$495K Hold
32,260
– – 0.05% 114
2020
Q1 		$476K Sell
32,260
-8,141
-20% -$131K 0.07% 103
2019
Q4 		$673K Buy
40,401
+5,281
+15% +$86.9K 0.09% 108
2019
Q3 		$590K Buy
+35,120
New +$577K 0.07% 136

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

Evoke Wealth's NVG Position: Q2 2026 in Review

Evoke Wealth sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026, closing a stake of 26,000 shares — an estimated $323K sold.

Evoke Wealth first reported a position in NVG in Q3 2019 and held it in 27 quarters. The position peaked at $733K in Q2 2021. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Evoke Wealth reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 26,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $323K.
  • Evoke Wealth first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2019 and held it in 27 quarters.
  • Evoke Wealth's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $733K in Q2 2021.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.