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

Evolve Private 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 		$209K Sell
16,208
-286
-2% -$3.6K 0.01% 931
2026
Q1 		$203K Hold
16,494
– – 0.01% 931
2025
Q4 		$209K Buy
+16,494
New +$207K 0.01% 856

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

Evolve Private Wealth's NVG Position: Q2 2026 in Review

Evolve Private Wealth reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 1.7% in Q2 2026, selling an estimated $3.6K and leaving 16,208 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #931.

Evolve Private Wealth first reported a position in NVG in Q4 2025 and has held it in 3 quarters since. The position peaked at $209K in Q4 2025. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Evolve Private Wealth held 16,208 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $209K as of Q2 2026.
  • Evolve Private Wealth sold 286 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $3.6K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #931 holding.
  • Evolve Private Wealth first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $209K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.