Focus Partners Advisor Solutions’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Focus Partners Advisor Solutions’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
2025 Q1	–	Sell	-155,524	Closed	-$1.91M	–	1015
2024 Q4	$1.91M	Buy	+155,524	New	+$2M	0.03%	235
2024 Q1	–	Sell	-22,554	Closed	-$267K	–	624
2023 Q4	$267K	Buy	22,554 +3,558	+19%	+$38.7K	0.01%	344
2023 Q3	$196K	Sell	18,996 -6,092	-24%	-$68.7K	0.01%	421
2023 Q2	$294K	Buy	25,088 +5,132	+26%	+$59.6K	0.02%	298
2023 Q1	$235K	Buy	19,956 +175	+0.9%	+$2.1K	0.02%	308
2022 Q4	$240K	Buy	19,781 +3,749	+23%	+$44K	0.02%	292
2022 Q3	$187K	Buy	16,032 +209	+1%	+$2.85K	0.01%	384
2022 Q2	$207K	Buy	15,823 +201	+1%	+$2.72K	0.02%	330
2022 Q1	$231K	Buy	+15,622	New	+$246K	0.02%	287

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Focus Partners Advisor Solutions's NVG Position: Q1 2025 in Review

Focus Partners Advisor Solutions sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2025, closing a stake of 155,524 shares — an estimated $1.91M sold.

Focus Partners Advisor Solutions first reported a position in NVG in Q1 2022 and held it in 9 quarters. The position peaked at $1.91M in Q4 2024. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

Focus Partners Advisor Solutions reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 155,524 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $1.91M.
Focus Partners Advisor Solutions first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2022 and held it in 9 quarters.
Focus Partners Advisor Solutions's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.91M in Q4 2024.
256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2025, filed 15 May 2025.