Global Retirement Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Global Retirement Partners’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	$140K	Buy	+10,947	New	+$138K	﹤0.01%	1825
2025 Q4	$137K	Buy	+10,854	New	+$136K	﹤0.01%	1703
2023 Q4	–	Sell	-276	Closed	-$2.85K	–	3445
2023 Q3	$2.85K	Buy	276 +5	+2%	+$56	﹤0.01%	2400
2023 Q2	$3.18K	Buy	271 +1	+0.4%	+$12	﹤0.01%	2373
2023 Q1	$3.16K	Buy	270 +3	+1%	+$36	﹤0.01%	2336
2022 Q4	$3.24K	Buy	267 +4	+2%	+$47	﹤0.01%	2181
2022 Q3	$3K	Buy	263 +5	+2%	+$68	﹤0.01%	2128
2022 Q2	$3K	Buy	258 +1	+0.4%	+$14	﹤0.01%	2086
2022 Q1	$3K	Buy	+257	New	+$4.04K	﹤0.01%	2078

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Global Retirement Partners's NVG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026: 10,947 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #1825 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NVG as recently as Q4 2025.

Global Retirement Partners first reported a position in NVG in Q1 2022 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Global Retirement Partners held 10,947 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $140K as of Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund was a new Global Retirement Partners position in Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1825 holding.
Global Retirement Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2022 and has held it in 9 quarters since.
261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.