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Fortitude Family Office’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Fortitude Family Office’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
-3,323
Closed -$40.7K – 1248
2024
Q4 		$40.7K Hold
3,323
– – 0.01% 293
2024
Q3 		$44.5K Buy
+3,323
New +$42.6K 0.02% 263
2024
Q2 		– Sell
-2,000
Closed -$24.3K – 1033
2024
Q1 		$24.3K Hold
2,000
– – 0.02% 249
2023
Q4 		$23.6K Buy
+2,000
New +$21.7K 0.02% 270

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MSL
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fortitude Family Office's NVG Position: Q1 2025 in Review

Fortitude Family Office sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2025, closing a stake of 3,323 shares — an estimated $40.7K sold.

Fortitude Family Office first reported a position in NVG in Q4 2023 and held it in 4 quarters. The position peaked at $44.5K in Q3 2024. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

  • Fortitude Family Office reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 3,323 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $40.7K.
  • Fortitude Family Office first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2023 and held it in 4 quarters.
  • Fortitude Family Office's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $44.5K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.