Fortitude Advisory Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Fortitude Advisory Group’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	$259K	Buy	20,263 +1,180	+6%	+$14.9K	0.1%	178
2026 Q1	$235K	Hold	19,083	–	–	0.11%	185
2025 Q4	$242K	Buy	19,083 +796	+4%	+$9.98K	0.1%	170
2025 Q3	$225K	Hold	18,287	–	–	0.12%	174
2025 Q2	$218K	Hold	18,287	–	–	0.12%	177
2025 Q1	$212K	Hold	18,287	–	–	0.15%	168
2024 Q4	$224K	Hold	18,287	–	–	0.14%	164
2024 Q3	$245K	Hold	18,287	–	–	0.15%	157
2024 Q2	$228K	Sell	18,287 -288	-2%	-$3.44K	0.14%	157
2024 Q1	$226K	Buy	18,575 +4,448	+31%	+$52.8K	0.13%	170
2023 Q4	$167K	Hold	14,127	–	–	0.1%	206
2023 Q3	$146K	Buy	14,127 +1,345	+11%	+$15.2K	0.1%	191
2023 Q2	$150K	Buy	12,782 +441	+4%	+$5.12K	0.11%	197
2023 Q1	$145K	Hold	12,341	–	–	0.11%	208
2022 Q4	$150K	Hold	12,341	–	–	0.13%	200
2022 Q3	$144K	Hold	12,341	–	–	0.14%	185
2022 Q2	$162K	Hold	12,341	–	–	0.15%	182
2022 Q1	$183K	Buy	12,341 +318	+3%	+$5K	0.1%	213
2021 Q4	$216K	Buy	+12,023	New	+$210K	0.11%	186

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

Fortitude Advisory Group's NVG Position: Q2 2026 in Review

Fortitude Advisory Group increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 6.2% in Q2 2026, buying an estimated $14.9K and bringing the position to 20,263 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #178.

Fortitude Advisory Group first reported a position in NVG in Q4 2021 and has held it in 19 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Fortitude Advisory Group held 20,263 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $259K as of Q2 2026.
Fortitude Advisory Group bought 1,180 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $14.9K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.1% of Fortitude Advisory Group's portfolio in Q2 2026, its #178 holding.
Fortitude Advisory Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2021 and has held it in 19 quarters since.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.