Hudson Valley Investment Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Hudson Valley Investment 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
2025 Q4	–	Sell	-10,500	Closed	-$129K	–	167
2025 Q3	$129K	Hold	10,500	–	–	0.01%	169
2025 Q2	$125K	Hold	10,500	–	–	0.01%	165
2025 Q1	$130K	Hold	10,500	–	–	0.02%	160
2024 Q4	$129K	Hold	10,500	–	–	0.01%	168
2024 Q3	$141K	Hold	10,500	–	–	0.02%	165
2024 Q2	$127K	Hold	10,500	–	–	0.02%	173
2024 Q1	$128K	Hold	10,500	–	–	0.02%	172
2023 Q4	$127K	Hold	10,500	–	–	0.02%	173
2023 Q3	$108K	Hold	10,500	–	–	0.02%	178
2023 Q2	$123K	Hold	10,500	–	–	0.02%	194
2023 Q1	$124K	Hold	10,500	–	–	0.02%	203
2022 Q4	$127K	Hold	10,500	–	–	0.02%	208
2022 Q3	$123K	Hold	10,500	–	–	0.02%	203
2022 Q2	$138K	Sell	10,500 -9,924	-49%	-$134K	0.02%	198
2022 Q1	$1.63M	Buy	20,424 +9,924	+95%	+$156K	0.22%	91
2021 Q4	$188K	Hold	10,500	–	–	0.03%	176
2021 Q3	$180K	Hold	10,500	–	–	0.03%	174
2021 Q2	$188K	Hold	10,500	–	–	0.03%	170
2021 Q1	$177K	Hold	10,500	–	–	0.03%	163
2020 Q4	$176K	Hold	10,500	–	–	0.03%	153
2020 Q3	$164K	Hold	10,500	–	–	0.04%	147
2020 Q2	$160K	Hold	10,500	–	–	0.04%	148
2020 Q1	$154K	Hold	10,500	–	–	0.04%	140
2019 Q4	$175K	Hold	10,500	–	–	0.04%	154
2019 Q3	$176K	Hold	10,500	–	–	0.04%	153
2019 Q2	$167K	Hold	10,500	–	–	0.04%	161
2019 Q1	$159K	Buy	+10,500	New	+$153K	0.04%	148

Other funds holding NVG

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

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

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hudson Valley Investment Advisors's NVG Position: Q4 2025 in Review

Hudson Valley Investment Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2025, closing a stake of 10,500 shares — an estimated $129K sold.

Hudson Valley Investment Advisors first reported a position in NVG in Q1 2019 and held it in 27 quarters. The position peaked at $1.63M in Q1 2022. 253 funds tracked by Wall St. Rank hold NVG as of Q4 2025.

Hudson Valley Investment Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2025 after selling out during the quarter.
Hudson Valley Investment Advisors sold 10,500 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2025, an estimated $129K.
Hudson Valley Investment Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2019 and held it in 27 quarters.
Hudson Valley Investment Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.63M in Q1 2022.
253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2025.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.