Founders Financial Alliance’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$644K Buy
50,344
+679
+1% +$8.55K 0.09% 209
2026
Q1
$612K Sell
49,665
-2,063
-4% -$26.5K 0.11% 181
2025
Q4
$655K Sell
51,728
-1,227
-2% -$15.4K 0.12% 163
2025
Q3
$651K Buy
52,955
+744
+1% +$8.85K 0.12% 158
2025
Q2
$623K Buy
52,211
+742
+1% +$8.79K 0.14% 145
2025
Q1
$637K Buy
51,469
+3,262
+7% +$40.9K 0.15% 140
2024
Q4
$591K Buy
48,207
+4,674
+11% +$60.2K 0.16% 125
2024
Q3
$583K Buy
43,533
+4,233
+11% +$54.3K 0.16% 123
2024
Q2
$490K Buy
39,300
+413
+1% +$4.93K 0.15% 137
2024
Q1
$472K Buy
38,887
+1,200
+3% +$14.3K 0.14% 147
2023
Q4
$445K Sell
37,687
-11,498
-23% -$125K 0.17% 117
2023
Q3
$507K Buy
49,185
+526
+1% +$5.93K 0.22% 98
2023
Q2
$569K Sell
48,659
-375
-0.8% -$4.36K 0.22% 96
2023
Q1
$571K Buy
49,034
+4,644
+10% +$55.8K 0.29% 81
2022
Q4
$539K Sell
44,390
-3,653
-8% -$42.9K 0.25% 95
2022
Q3
$561K Buy
+48,043
New +$654K 0.29% 83
2022
Q2
Sell
-45,603
Closed -$674K 534
2022
Q1
$674K Buy
45,603
+9,961
+28% +$157K 0.3% 83
2021
Q4
$639K Buy
35,642
+4,774
+15% +$83.3K 0.26% 92
2021
Q3
$530K Buy
30,868
+1,260
+4% +$22.4K 0.25% 96
2021
Q2
$529K Buy
29,608
+10,009
+51% +$174K 0.24% 99
2021
Q1
$332K Buy
19,599
+5,241
+37% +$87.5K 0.16% 143
2020
Q4
$242K Buy
14,358
+1,528
+12% +$24.6K 0.14% 165
2020
Q3
$200K Buy
+12,830
New +$201K 0.12% 157

Other funds holding NVG

Founders Financial Alliance's NVG Position: Q2 2026 in Review

Founders Financial Alliance increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 1.4% in Q2 2026, buying an estimated $8.55K and bringing the position to 50,344 shares worth $644K. The position accounts for 0.09% of the portfolio, ranked #209.

Founders Financial Alliance first reported a position in NVG in Q3 2020 and has held it in 23 quarters since. The position peaked at $674K in Q1 2022. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Founders Financial Alliance held 50,344 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $644K as of Q2 2026.
  • Founders Financial Alliance bought 679 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $8.55K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.09% of Founders Financial Alliance's portfolio in Q2 2026, its #209 holding.
  • Founders Financial Alliance first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $674K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.