Householder Group Estate & Retirement Specialist’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-890	Closed	-$11K	–	970
2024 Q3	$11K	Buy	890 +16	+2%	+$205	﹤0.01%	796
2024 Q2	$10K	Buy	874 +13	+2%	+$155	﹤0.01%	812
2024 Q1	$10.5K	Buy	861 +7	+0.8%	+$83	﹤0.01%	804
2023 Q4	$10K	Buy	854 +15	+2%	+$163	﹤0.01%	761
2023 Q3	$8.66K	Buy	+839	New	+$9.46K	﹤0.01%	825
2023 Q1	$10K	Buy	+822	New	+$9.87K	﹤0.01%	808
2022 Q4	–	Sell	-800	Closed	-$9K	–	839
2022 Q3	$9K	Buy	+800	New	+$10.9K	﹤0.01%	755

Other funds holding NVG

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 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

HWAM

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

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

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

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

Householder Group Estate & Retirement Specialist's NVG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2024, closing a stake of 890 shares — an estimated $11K sold.

Householder Group Estate & Retirement Specialist first reported a position in NVG in Q3 2022 and held it in 7 quarters. The position peaked at $11K in Q3 2024. 275 funds tracked by Wall St. Rank hold NVG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 890 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2024, an estimated $11K.
Householder Group Estate & Retirement Specialist first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $11K in Q3 2024.
275 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.