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

Focus Partners 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	$1.82M	Sell	142,106 -72	-0.1%	-$907	﹤0.01%	1397
2026 Q1	$1.75M	Sell	142,178 -2,819	-2%	-$36.2K	﹤0.01%	1376
2025 Q4	$1.82M	Buy	144,997 +73,478	+103%	+$921K	﹤0.01%	1371
2025 Q3	$879K	Buy	71,519 +895	+1%	+$10.6K	﹤0.01%	1338
2025 Q2	$843K	Sell	70,624 -662	-0.9%	-$7.84K	﹤0.01%	1216
2025 Q1	$883K	Buy	71,286 +47,690	+202%	+$598K	﹤0.01%	1107
2024 Q4	$289K	Buy	23,596 +2,267	+11%	+$29.2K	﹤0.01%	1570
2024 Q3	$286K	Buy	+21,329	New	+$274K	﹤0.01%	1344

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

Focus Partners Wealth's NVG Position: Q2 2026 in Review

Focus Partners Wealth reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 0.05% in Q2 2026, selling an estimated $907 and leaving 142,106 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Focus Partners Wealth first reported a position in NVG in Q3 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Focus Partners Wealth held 142,106 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.82M as of Q2 2026.
Focus Partners Wealth sold 72 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $907.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1397 holding.
Focus Partners Wealth first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2024 and has held it in 8 quarters since.
261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

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