Kestra Advisory Services’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Kestra Advisory Services’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	$4.11M	Buy	320,893 +24,141	+8%	+$304K	0.01%	953
2026 Q1	$3.66M	Buy	296,752 +158,471	+115%	+$2.04M	0.01%	965
2025 Q4	$1.75M	Buy	138,281 +1,544	+1%	+$19.4K	0.01%	1299
2025 Q3	$1.68M	Sell	136,737 -116,631	-46%	-$1.39M	0.01%	1256
2025 Q2	$3.02M	Buy	253,368 +106,524	+73%	+$1.26M	0.01%	866
2025 Q1	$1.82M	Sell	146,844 -109,703	-43%	-$1.38M	0.01%	1029
2024 Q4	$3.15M	Buy	256,547 +101,204	+65%	+$1.3M	0.02%	780
2024 Q3	$2.08M	Sell	155,343 -117,813	-43%	-$1.51M	0.01%	934
2024 Q2	$3.4M	Buy	273,156 +15,748	+6%	+$188K	0.02%	727
2024 Q1	$3.13M	Buy	257,408 +980	+0.4%	+$11.6K	0.02%	692
2023 Q4	$3.03M	Buy	256,428 +112,971	+79%	+$1.23M	0.02%	633
2023 Q3	$1.48M	Sell	143,457 -122,272	-46%	-$1.38M	0.01%	812
2023 Q2	$3.11M	Buy	265,729 +119,709	+82%	+$1.39M	0.03%	529
2023 Q1	$1.72M	Buy	146,020 +9,649	+7%	+$116K	0.02%	710
2022 Q4	$1.66M	Sell	136,371 -24,823	-15%	-$291K	0.01%	823
2022 Q3	$1.88M	Buy	161,194 +5,016	+3%	+$68.3K	0.02%	688
2022 Q2	$2.05M	Sell	156,178 -43,416	-22%	-$588K	0.02%	666
2022 Q1	$2.95M	Sell	199,594 -4,529	-2%	-$71.2K	0.03%	540
2021 Q4	$3.66M	Sell	204,123 -58,195	-22%	-$1.01M	0.04%	468
2021 Q3	$4.5M	Buy	262,318 +32,466	+14%	+$577K	0.05%	427
2021 Q2	$4.11M	Buy	229,852 +5,417	+2%	+$94K	0.05%	408
2021 Q1	$3.79M	Sell	224,435 -230,544	-51%	-$3.85M	0.05%	394
2020 Q4	$7.58M	Buy	454,979 +273,035	+150%	+$4.4M	0.09%	249
2020 Q3	$2.85M	Buy	+181,944	New	+$2.85M	0.05%	343

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Kestra Advisory Services's NVG Position: Q2 2026 in Review

Kestra Advisory Services increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 8.1% in Q2 2026, buying an estimated $304K and bringing the position to 320,893 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #953.

Kestra Advisory Services first reported a position in NVG in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.58M in Q4 2020. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Kestra Advisory Services held 320,893 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $4.11M as of Q2 2026.
Kestra Advisory Services bought 24,141 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $304K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #953 holding.
Kestra Advisory Services first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $7.58M in Q4 2020.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.