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HHM Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

HHM Wealth Advisors’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
2024
Q3 		– Sell
-1,500
Closed -$18.7K – 811
2024
Q2 		$18.7K Buy
+1,500
New +$17.9K ﹤0.01% 464

Other funds holding NVG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HHM Wealth Advisors's NVG Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2024, closing a stake of 1,500 shares — an estimated $18.7K sold.

HHM Wealth Advisors first reported a position in NVG in Q2 2024 and held it in 1 quarter. The position peaked at $18.7K in Q2 2024. 250 funds tracked by Wall St. Rank hold NVG as of Q3 2024.

  • HHM Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,500 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2024, an estimated $18.7K.
  • HHM Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2024 and held it in 1 quarter.
  • HHM Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $18.7K in Q2 2024.
  • 250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.