FIA
NVG icon

Foundations Investment Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Foundations Investment Advisors’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 		$157K Hold
12,288
– – ﹤0.01% 1162
2026
Q1 		$152K Hold
12,288
– – ﹤0.01% 1129
2025
Q4 		$156K Hold
12,288
– – ﹤0.01% 1078
2025
Q3 		$151K Sell
12,288
-180
-1% -$2.14K ﹤0.01% 1012
2025
Q2 		$149K Sell
12,468
-26
-0.2% -$308 ﹤0.01% 891
2025
Q1 		$155K Buy
+12,494
New +$157K ﹤0.01% 828

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Foundations Investment Advisors's NVG Position: Q2 2026 in Review

Foundations Investment Advisors held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 12,288 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Foundations Investment Advisors first reported a position in NVG in Q1 2025 and has held it in 6 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Foundations Investment Advisors held 12,288 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $157K as of Q2 2026.
  • Foundations Investment Advisors left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1162 holding.
  • Foundations Investment Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2025 and has held it in 6 quarters since.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.