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FAG
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
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
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
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
$501B AUM
22.01%
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
AFG
Artesa Financial Group
Conroe, Texas
$105M AUM
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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