Independent Advisor Alliance’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Independent Advisor Alliance’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
2026 Q2	–	Sell	-26,678	Closed	-$329K	–	1445
2026 Q1	$329K	Buy	+26,678	New	+$343K	﹤0.01%	1284
2025 Q1	–	Sell	-58,056	Closed	-$712K	–	1177
2024 Q4	$712K	Buy	+58,056	New	+$748K	0.01%	832
2020 Q1	–	Sell	-31,094	Closed	-$518K	–	705
2019 Q4	$518K	Buy	+31,094	New	+$512K	0.02%	525

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Independent Advisor Alliance's NVG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026, closing a stake of 26,678 shares — an estimated $329K sold.

Independent Advisor Alliance first reported a position in NVG in Q4 2019 and held it in 3 quarters. The position peaked at $712K in Q4 2024. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Independent Advisor Alliance reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 26,678 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $329K.
Independent Advisor Alliance first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $712K in Q4 2024.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.