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Institute for Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Institute for Wealth Management’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 		$2.13K Buy
+166
New +$2.09K ﹤0.01% 1582

Other funds holding NVG

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
LBWM
Left Brain Wealth Management Naperville, Illinois $332M AUM 76.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $179M AUM 23.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Institute for Wealth Management's NVG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026: 166 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #1582 among its holdings.

159 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Institute for Wealth Management held 166 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $2.13K as of Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund was a new Institute for Wealth Management position in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1582 holding.
  • 159 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.