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

Exencial Wealth 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
2022 Q2	–	Sell	-14,563	Closed	-$215K	–	453
2022 Q1	$215K	Buy	14,563 +125	+0.9%	+$1.97K	0.01%	419
2021 Q4	$259K	Buy	14,438 +247	+2%	+$4.31K	0.01%	407
2021 Q3	$243K	Buy	14,191 +106	+0.8%	+$1.89K	0.01%	296
2021 Q2	$252K	Buy	+14,085	New	+$244K	0.01%	399

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Exencial Wealth Advisors's NVG Position: Q2 2022 in Review

Exencial Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2022, closing a stake of 14,563 shares — an estimated $215K sold.

Exencial Wealth Advisors first reported a position in NVG in Q2 2021 and held it in 4 quarters. The position peaked at $259K in Q4 2021. 254 funds tracked by Wall St. Rank hold NVG as of Q2 2022.

Exencial Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2022 after selling out during the quarter.
Exencial Wealth Advisors sold 14,563 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2022, an estimated $215K.
Exencial Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2021 and held it in 4 quarters.
Exencial Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $259K in Q4 2021.
254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2022.

Based on Exencial Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.