IFG
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Independent Financial Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Independent Financial 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
2026
Q2 		$364K Buy
28,412
+79
+0.3% +$995 0.01% 1137
2026
Q1 		$349K Buy
28,333
+247
+0.9% +$3.17K 0.01% 1094
2025
Q4 		$356K Buy
28,086
+158
+0.6% +$1.98K 0.01% 1066
2025
Q3 		$343K Sell
27,928
-109
-0.4% -$1.3K 0.01% 1024
2025
Q2 		$334K Sell
28,037
-2,386
-8% -$28.3K 0.01% 974
2025
Q1 		$377K Buy
30,423
+94
+0.3% +$1.18K 0.01% 825
2024
Q4 		$372K Buy
30,329
+7,762
+34% +$100K 0.01% 818
2024
Q3 		$302K Sell
22,567
-407
-2% -$5.22K 0.01% 879
2024
Q2 		$286K Sell
22,974
-20,296
-47% -$242K 0.01% 858
2024
Q1 		$526K Buy
43,270
+627
+1% +$7.45K 0.02% 564
2023
Q4 		$504K Buy
42,643
+77
+0.2% +$837 0.03% 551
2023
Q3 		$439K Buy
42,566
+9,421
+28% +$106K 0.03% 535
2023
Q2 		$388K Sell
33,145
-48,178
-59% -$560K 0.03% 547
2023
Q1 		$958K Buy
81,323
+17,147
+27% +$206K 0.08% 287
2022
Q4 		$779K Buy
64,176
+10,760
+20% +$126K 0.07% 311
2022
Q3 		$623K Buy
53,416
+2,052
+4% +$27.9K 0.06% 337
2022
Q2 		$673K Buy
51,364
+2,458
+5% +$33.3K 0.07% 304
2022
Q1 		$723K Buy
48,906
+1,306
+3% +$20.5K 0.06% 336
2021
Q4 		$853K Buy
47,600
+10,627
+29% +$185K 0.07% 288
2021
Q3 		$634K Buy
36,973
+7,830
+27% +$139K 0.06% 312
2021
Q2 		$520K Buy
29,143
+910
+3% +$15.8K 0.06% 355
2021
Q1 		$477K Sell
28,233
-12,544
-31% -$209K 0.06% 343
2020
Q4 		$684K Sell
40,777
-674
-2% -$10.9K 0.1% 231
2020
Q3 		$649K Buy
41,451
+11,993
+41% +$188K 0.12% 190
2020
Q2 		$450K Buy
29,458
+10,081
+52% +$148K 0.1% 240
2020
Q1 		$284K Buy
+19,377
New +$313K 0.08% 261

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Independent Financial Group's NVG Position: Q2 2026 in Review

Independent Financial Group increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 0.28% in Q2 2026, buying an estimated $995 and bringing the position to 28,412 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1137.

Independent Financial Group first reported a position in NVG in Q1 2020 and has held it in 26 quarters since. The position peaked at $958K in Q1 2023. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Independent Financial Group held 28,412 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $364K as of Q2 2026.
  • Independent Financial Group bought 79 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $995.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1137 holding.
  • Independent Financial Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $958K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.