GPS Wealth Strategies Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

GPS Wealth Strategies Group’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
2023 Q4	–	Sell	-7,600	Closed	-$78.4K	–	1287
2023 Q3	$78.4K	Hold	7,600	–	–	0.02%	397
2023 Q2	$88.9K	Hold	7,600	–	–	0.02%	382
2023 Q1	$89.5K	Buy	+7,600	New	+$91.3K	0.02%	370
2022 Q4	–	Sell	-7,600	Closed	-$89K	–	761
2022 Q3	$89K	Hold	7,600	–	–	0.02%	327
2022 Q2	$100K	Buy	+7,600	New	+$103K	0.03%	317

Other funds holding NVG

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

GPS Wealth Strategies Group's NVG Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2023, closing a stake of 7,600 shares — an estimated $78.4K sold.

GPS Wealth Strategies Group first reported a position in NVG in Q2 2022 and held it in 5 quarters. The position peaked at $100K in Q2 2022. 256 funds tracked by Wall St. Rank hold NVG as of Q4 2023.

GPS Wealth Strategies Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 7,600 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2023, an estimated $78.4K.
GPS Wealth Strategies Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2022 and held it in 5 quarters.
GPS Wealth Strategies Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $100K in Q2 2022.
256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.