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Integrated Wealth Concepts’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Integrated Wealth Concepts’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 		$521K Buy
40,713
+1,766
+5% +$22.2K ﹤0.01% 1622
2026
Q1 		$480K Buy
38,947
+59
+0.2% +$758 ﹤0.01% 1565
2025
Q4 		$492K Sell
38,888
-2,141
-5% -$26.8K 0.01% 1100
2025
Q3 		$504K Buy
41,029
+94
+0.2% +$1.12K ﹤0.01% 1337
2025
Q2 		$488K Buy
40,935
+133
+0.3% +$1.58K ﹤0.01% 1290
2025
Q1 		$505K Sell
40,802
-321
-0.8% -$4.02K 0.01% 1132
2024
Q4 		$504K Sell
41,123
-578
-1% -$7.45K 0.01% 1117
2024
Q3 		$558K Buy
41,701
+81
+0.2% +$1.04K 0.01% 1037
2024
Q2 		$519K Buy
41,620
+816
+2% +$9.74K 0.01% 1027
2024
Q1 		$496K Sell
40,804
-164
-0.4% -$1.95K 0.01% 1062
2023
Q4 		$484K Buy
40,968
+2,753
+7% +$29.9K 0.01% 1011
2023
Q3 		$394K Sell
38,215
-11,699
-23% -$132K 0.01% 1092
2023
Q2 		$584K Buy
49,914
+5,189
+12% +$60.3K 0.01% 919
2023
Q1 		$527K Buy
44,725
+1,429
+3% +$17.2K 0.01% 834
2022
Q4 		$526K Sell
43,296
-6,386
-13% -$75K 0.01% 651
2022
Q3 		$580K Sell
49,682
-663
-1% -$9.03K 0.02% 545
2022
Q2 		$660K Buy
50,345
+778
+2% +$10.5K 0.02% 525
2022
Q1 		$733K Buy
49,567
+40
+0.1% +$629 0.02% 477
2021
Q4 		$888K Buy
49,527
+356
+0.7% +$6.21K 0.03% 465
2021
Q3 		$843K Buy
49,171
+36,029
+274% +$641K 0.03% 443
2021
Q2 		$235K Buy
13,142
+43
+0.3% +$746 0.01% 723
2021
Q1 		$221K Buy
13,099
+30
+0.2% +$501 0.01% 667
2020
Q4 		$219K Buy
13,069
+78
+0.6% +$1.26K 0.01% 583
2020
Q3 		$203K Buy
12,991
+45
+0.3% +$706 0.01% 541
2020
Q2 		$198K Buy
12,946
+47
+0.4% +$690 0.01% 488
2020
Q1 		$189K Buy
12,899
+33
+0.3% +$533 0.02% 396
2019
Q4 		$214K Buy
+12,866
New +$212K 0.02% 445
2019
Q1 		– Sell
-21,238
Closed -$297K – 339
2018
Q4 		$297K Buy
21,238
+53
+0.3% +$727 0.08% 189
2018
Q3 		$310K Buy
21,185
+42
+0.2% +$621 0.09% 168
2018
Q2 		$310K Buy
21,143
+3,181
+18% +$46.8K 0.11% 152
2018
Q1 		$261K Hold
17,962
– – 0.1% 158
2017
Q4 		$281K Buy
+17,962
New +$277K 0.12% 143

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

Integrated Wealth Concepts's NVG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 4.5% in Q2 2026, buying an estimated $22.2K and bringing the position to 40,713 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Integrated Wealth Concepts first reported a position in NVG in Q4 2017 and has held it in 32 quarters since. The position peaked at $888K in Q4 2021. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Integrated Wealth Concepts held 40,713 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $521K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,766 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $22.2K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1622 holding.
  • Integrated Wealth Concepts first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2017 and has held it in 32 quarters since.
  • Integrated Wealth Concepts's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $888K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.