High Net Worth Advisory Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

High Net Worth Advisory 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 Q1	–	Sell	-2,000	Closed	-$24.3K	–	446
2022 Q4	$24.3K	Hold	2,000	–	–	0.01%	414
2022 Q3	$23K	Hold	2,000	–	–	0.01%	433
2022 Q2	$26K	Hold	2,000	–	–	0.01%	409
2022 Q1	$30K	Hold	2,000	–	–	0.01%	401
2021 Q4	$36K	Buy	+2,000	New	+$34.9K	0.01%	384

Other funds holding NVG

RCM

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

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

SIA

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RCM

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

High Net Worth Advisory Group's NVG Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2023, closing a stake of 2,000 shares — an estimated $24.3K sold.

High Net Worth Advisory Group first reported a position in NVG in Q4 2021 and held it in 5 quarters. The position peaked at $36K in Q4 2021. 250 funds tracked by Wall St. Rank hold NVG as of Q1 2023.

High Net Worth Advisory Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 2,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2023, an estimated $24.3K.
High Net Worth Advisory Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $36K in Q4 2021.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.