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Kercheville Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Kercheville 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
Q1 		$821K Buy
66,600
+30,014
+82% +$385K 0.26% 53
2025
Q4 		$462K Buy
36,586
+16,029
+78% +$201K 0.12% 77
2025
Q3 		$253K Sell
20,557
-4,977
-19% -$59.2K 0.08% 87
2025
Q2 		$305K Buy
25,534
+22
+0.1% +$261 0.11% 80
2025
Q1 		$316K Buy
25,512
+13
+0.1% +$163 0.13% 69
2024
Q4 		$313K Buy
25,499
+1,027
+4% +$13.2K 0.12% 73
2024
Q3 		$328K Buy
24,472
+8,019
+49% +$103K 0.14% 69
2024
Q2 		$205K Buy
16,453
+15
+0.1% +$179 0.09% 74
2024
Q1 		$200K Buy
16,438
+9
+0.1% +$107 0.09% 76
2023
Q4 		$194K Sell
16,429
-3,356
-17% -$36.5K 0.11% 68
2023
Q3 		$204K Hold
19,785
– – 0.13% 63
2023
Q2 		$231K Hold
19,785
– – 0.14% 63
2023
Q1 		$233K Hold
19,785
– – 0.16% 60
2022
Q4 		$240K Hold
19,785
– – 0.17% 65
2022
Q3 		$231K Hold
19,785
– – 0.24% 59
2022
Q2 		$259K Hold
19,785
– – 0.17% 67
2022
Q1 		$293K Hold
19,785
– – 0.14% 80
2021
Q4 		$355K Sell
19,785
-27,200
-58% -$474K 0.15% 85
2021
Q3 		$806K Sell
46,985
-15,000
-24% -$267K 0.38% 60
2021
Q2 		$1.11M Buy
61,985
+22,000
+55% +$382K 0.51% 50
2021
Q1 		$676K Hold
39,985
– – 0.34% 64
2020
Q4 		$673K Buy
+39,985
New +$644K 0.37% 61

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kercheville Advisors's NVG Position: Q1 2026 in Review

Kercheville Advisors increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 82% in Q1 2026, buying an estimated $385K and bringing the position to 66,600 shares worth $821K. The position accounts for 0.26% of the portfolio, ranked #53.

Kercheville Advisors first reported a position in NVG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q2 2021. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • Kercheville Advisors held 66,600 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $821K as of Q1 2026.
  • Kercheville Advisors bought 30,014 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $385K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.26% of Kercheville Advisors's portfolio in Q1 2026, its #53 holding.
  • Kercheville Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and has held it in 22 quarters since.
  • Kercheville Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.11M in Q2 2021.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.