Johnson Midwest Financial’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$22.4K	Buy	2,176 +24	+1%	+$270	0.05%	132
2023 Q2	$25.2K	Buy	2,152 +23	+1%	+$267	0.02%	127
2023 Q1	$25.1K	Buy	2,129 +15	+0.7%	+$180	0.04%	128
2022 Q4	$26K	Buy	2,114 +40	+2%	+$470	0.1%	119
2022 Q3	$24	Buy	2,074 +29	+1%	+$395	0.09%	120
2022 Q2	$27K	Buy	2,045 +28	+1%	+$379	0.04%	112
2022 Q1	$30K	Buy	2,017 +16	+0.8%	+$252	0.04%	100
2021 Q4	$36K	Buy	2,001 +34	+2%	+$593	0.03%	100
2021 Q3	$34K	Buy	1,967 +22	+1%	+$391	0.03%	112
2021 Q2	$35K	Buy	1,945 +23	+1%	+$399	0.03%	108
2021 Q1	$32K	Buy	1,922 +15	+0.8%	+$250	0.03%	108
2020 Q4	$32K	Buy	+1,907	New	+$30.7K	0.03%	108

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Johnson Midwest Financial's NVG Position: Q3 2023 in Review

Johnson Midwest Financial increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 1.1% in Q3 2023, buying an estimated $270 and bringing the position to 2,176 shares worth $22.4K. The position accounts for 0.05% of the portfolio, ranked #132.

Johnson Midwest Financial first reported a position in NVG in Q4 2020 and has held it in 12 quarters since. The position peaked at $36K in Q4 2021. 240 funds tracked by Wall St. Rank hold NVG as of Q3 2023.

Johnson Midwest Financial held 2,176 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $22.4K as of Q3 2023.
Johnson Midwest Financial bought 24 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2023, an estimated $270.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.05% of Johnson Midwest Financial's portfolio in Q3 2023, its #132 holding.
Johnson Midwest Financial first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $36K in Q4 2021.
240 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.