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Kennedy Investment Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Kennedy Investment 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 		$1.92M Sell
150,182
-9,336
-6% -$118K 0.65% 34
2026
Q1 		$1.97M Sell
159,518
-4,671
-3% -$60K 0.77% 30
2025
Q4 		$2.08M Sell
164,189
-30,252
-16% -$379K 0.78% 29
2025
Q3 		$2.39M Sell
194,441
-47,071
-19% -$560K 0.95% 23
2025
Q2 		$2.88M Sell
241,512
-18,115
-7% -$215K 1.22% 21
2025
Q1 		$3.21M Sell
259,627
-49,271
-16% -$618K 1.49% 16
2024
Q4 		$3.79M Sell
308,898
-16,498
-5% -$213K 1.71% 15
2024
Q3 		$4.36M Sell
325,396
-28,840
-8% -$370K 2% 13
2024
Q2 		$4.41M Buy
354,236
+31,907
+10% +$381K 2.24% 11
2024
Q1 		$3.92M Buy
322,329
+4,044
+1% +$48K 2.09% 10
2023
Q4 		$3.76M Sell
318,285
-22,414
-7% -$244K 2.1% 12
2023
Q3 		$3.51M Sell
340,699
-4,351
-1% -$49K 2.11% 10
2023
Q2 		$4.04M Sell
345,050
-5,063
-1% -$58.8K 2.36% 9
2023
Q1 		$4.12M Sell
350,113
-15,772
-4% -$189K 2.52% 8
2022
Q4 		$4.44M Buy
+365,885
New +$4.3M 2.83% 7

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

Kennedy Investment Group's NVG Position: Q2 2026 in Review

Kennedy Investment Group reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 5.9% in Q2 2026, selling an estimated $118K and leaving 150,182 shares worth $1.92M. The position accounts for 0.65% of the portfolio, ranked #34.

Kennedy Investment Group first reported a position in NVG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.44M in Q4 2022. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Kennedy Investment Group held 150,182 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.92M as of Q2 2026.
  • Kennedy Investment Group sold 9,336 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $118K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.65% of Kennedy Investment Group's portfolio in Q2 2026, its #34 holding.
  • Kennedy Investment Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $4.44M in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.