BFC Planning, Inc.’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

BFC Planning, Inc.’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	$298K	Buy	23,320 +882	+4%	+$11.1K	0.01%	804
2026 Q1	$277K	Buy	22,438 +2,417	+12%	+$31K	0.01%	760
2025 Q4	$253K	Hold	20,021	–	–	0.01%	778
2025 Q3	$246K	Buy	20,021 +1,600	+9%	+$19K	0.02%	603
2025 Q2	$220K	Buy	18,421 +4,200	+30%	+$49.8K	0.02%	603
2025 Q1	$176K	Sell	14,221 -3,720	-21%	-$46.6K	0.02%	658
2024 Q4	$220K	Buy	+17,941	New	+$231K	0.02%	575

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return

BFC Planning, Inc.'s NVG Position: Q2 2026 in Review

BFC Planning, Inc. increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 3.9% in Q2 2026, buying an estimated $11.1K and bringing the position to 23,320 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #804.

BFC Planning, Inc. first reported a position in NVG in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

BFC Planning, Inc. held 23,320 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $298K as of Q2 2026.
BFC Planning, Inc. bought 882 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $11.1K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #804 holding.
BFC Planning, Inc. first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and has held it in 7 quarters since.
263 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.