HWA
NVG icon

Heritage Wealth Architects’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Heritage Wealth Architects’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
2025
Q3 		– Sell
-12,723
Closed -$152K – 58
2025
Q2 		$152K Buy
+12,723
New +$151K 0.11% 51

Other funds holding NVG

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Wealth Architects's NVG Position: Q3 2025 in Review

Heritage Wealth Architects sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2025, closing a stake of 12,723 shares — an estimated $152K sold.

Heritage Wealth Architects first reported a position in NVG in Q2 2025 and held it in 1 quarter. The position peaked at $152K in Q2 2025. 250 funds tracked by Wall St. Rank hold NVG as of Q3 2025.

  • Heritage Wealth Architects reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Architects sold 12,723 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2025, an estimated $152K.
  • Heritage Wealth Architects first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2025 and held it in 1 quarter.
  • Heritage Wealth Architects's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $152K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2025.

Based on Heritage Wealth Architects's 13F filing for Q3 2025, filed 2 Oct 2025.