JWCA
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J.W. Cole Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

J.W. Cole 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
2026
Q2 		$2.53M Buy
+197,401
New +$2.49M 0.04% 425
2026
Q1 		– Sell
-237,068
Closed -$2.93M – 1241
2025
Q4 		$2.93M Sell
237,068
-525
-0.2% -$6.58K 0.07% 274
2025
Q3 		$2.92M Sell
237,593
-4,292
-2% -$51.1K 0.06% 337
2025
Q2 		$2.89M Sell
241,885
-13,376
-5% -$158K 0.06% 299
2025
Q1 		$3.16M Buy
255,261
+228,754
+863% +$2.87M 0.1% 212
2024
Q4 		$325K Buy
26,507
+1,532
+6% +$19.7K 0.01% 754
2024
Q3 		$334K Sell
24,975
-5,268
-17% -$67.6K 0.01% 741
2024
Q2 		$377K Buy
30,243
+5,645
+23% +$67.4K 0.02% 616
2024
Q1 		$299K Sell
24,598
-978
-4% -$11.6K 0.02% 694
2023
Q4 		$302K Buy
25,576
+988
+4% +$10.7K 0.02% 648
2023
Q3 		$253K Buy
24,588
+5
+0% +$56 0.02% 616
2023
Q2 		$288K Buy
24,583
+4
+0% +$46 0.02% 594
2023
Q1 		$290K Sell
24,579
-977
-4% -$11.7K 0.02% 613
2022
Q4 		$310K Sell
25,556
-7,993
-24% -$93.8K 0.02% 550
2022
Q3 		$392K Sell
33,549
-1,495
-4% -$20.4K 0.03% 460
2022
Q2 		$459K Buy
35,044
+505
+1% +$6.84K 0.04% 431
2022
Q1 		$511K Buy
34,539
+2,004
+6% +$31.5K 0.03% 447
2021
Q4 		$583K Buy
32,535
+14,958
+85% +$261K 0.04% 414
2021
Q3 		$301K Buy
17,577
+1,032
+6% +$18.4K 0.02% 358
2021
Q2 		$296K Sell
16,545
-248
-1% -$4.3K 0.02% 584
2021
Q1 		$284K Buy
16,793
+419
+3% +$6.99K 0.03% 530
2020
Q4 		$275K Sell
16,374
-77,429
-83% -$1.25M 0.03% 501
2020
Q3 		$1.47M Buy
93,803
+78,495
+513% +$1.23M 0.11% 194
2020
Q2 		$234K Buy
+15,308
New +$225K 0.04% 277
2020
Q1 		– Sell
-29,317
Closed -$489K – 369
2019
Q4 		$489K Buy
+29,317
New +$482K 0.06% 308

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

J.W. Cole Advisors's NVG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026: 197,401 shares worth $2.53M. The stake represents 0.04% of the portfolio and ranks #425 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in NVG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in NVG in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.16M in Q1 2025. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • J.W. Cole Advisors held 197,401 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $2.53M as of Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund was a new J.W. Cole Advisors position in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #425 holding.
  • J.W. Cole Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $3.16M in Q1 2025.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.