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

Financial Engines 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
2026 Q2	–	Sell	-11,196	Closed	-$138K	–	566
2026 Q1	$138K	Hold	11,196	–	–	﹤0.01%	524
2025 Q4	$142K	Hold	11,196	–	–	﹤0.01%	532
2025 Q3	$138K	Hold	11,196	–	–	﹤0.01%	532
2025 Q2	$134K	Hold	11,196	–	–	﹤0.01%	510
2025 Q1	$139K	Hold	11,196	–	–	﹤0.01%	424
2024 Q4	$137K	Hold	11,196	–	–	﹤0.01%	436
2024 Q3	$151K	Buy	+11,196	New	+$144K	﹤0.01%	373
2024 Q2	–	Sell	-11,196	Closed	-$137K	–	363
2024 Q1	$137K	Sell	11,196 -431	-4%	-$5.12K	﹤0.01%	328
2023 Q4	$137K	Buy	+11,627	New	+$126K	﹤0.01%	310
2023 Q3	–	Sell	-11,196	Closed	-$131K	–	292
2023 Q2	$131K	Buy	+11,196	New	+$130K	﹤0.01%	281
2023 Q1	–	Sell	-11,196	Closed	-$136K	–	305
2022 Q4	$136K	Hold	11,196	–	–	﹤0.01%	283
2022 Q3	$131K	Sell	11,196 -6,814	-38%	-$92.8K	﹤0.01%	281
2022 Q2	$237K	Buy	+18,010	New	+$244K	﹤0.01%	272

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Financial Engines Advisors's NVG Position: Q2 2026 in Review

Financial Engines Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026, closing a stake of 11,196 shares — an estimated $138K sold.

Financial Engines Advisors first reported a position in NVG in Q2 2022 and held it in 13 quarters. The position peaked at $237K in Q2 2022. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Financial Engines Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
Financial Engines Advisors sold 11,196 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $138K.
Financial Engines Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2022 and held it in 13 quarters.
Financial Engines Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $237K in Q2 2022.
261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.