Future Financial Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Future Financial Wealth Management’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	$149K	Hold	11,800	–	–	0.1%	123
2025 Q4	$151K	Hold	11,800	–	–	0.1%	122
2025 Q3	$145K	Hold	11,800	–	–	0.09%	145
2025 Q2	$141K	Hold	11,800	–	–	0.1%	139
2025 Q1	$146K	Hold	11,800	–	–	0.11%	131
2024 Q4	$145K	Buy	11,800 +300	+3%	+$3.87K	0.11%	128
2024 Q3	$154K	Hold	11,500	–	–	0.11%	133
2024 Q2	$143K	Hold	11,500	–	–	0.13%	114
2024 Q1	$140K	Hold	11,500	–	–	0.11%	141
2023 Q4	$136K	Buy	+11,500	New	+$125K	0.14%	106
2023 Q1	–	Sell	-17,000	Closed	-$206K	–	119
2022 Q4	$206K	Hold	17,000	–	–	0.24%	97
2022 Q3	$223K	Hold	17,000	–	–	0.26%	100
2022 Q2	$251K	Hold	17,000	–	–	0.25%	102
2022 Q1	$251K	Hold	17,000	–	–	0.21%	102
2021 Q4	$302K	Hold	17,000	–	–	0.24%	93
2021 Q3	$304K	Hold	17,000	–	–	0.31%	88
2021 Q2	$304K	Hold	17,000	–	–	0.31%	88
2021 Q1	$287K	Hold	17,000	–	–	0.33%	83
2020 Q4	$285K	Buy	+17,000	New	+$274K	0.33%	88

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Future Financial Wealth Management's NVG Position: Q1 2026 in Review

Future Financial Wealth Management held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q1 2026 at 11,800 shares worth $149K. The position accounts for 0.1% of the portfolio, ranked #123.

Future Financial Wealth Management first reported a position in NVG in Q4 2020 and has held it in 19 quarters since. The position peaked at $304K in Q3 2021. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

Future Financial Wealth Management held 11,800 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $149K as of Q1 2026.
Future Financial Wealth Management left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q1 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.1% of Future Financial Wealth Management's portfolio in Q1 2026, its #123 holding.
Future Financial Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and has held it in 19 quarters since.
Future Financial Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $304K in Q3 2021.
254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.