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

Kestra Private Wealth 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 		$178K Sell
13,872
-1,426
-9% -$18K ﹤0.01% 1706
2026
Q1 		$189K Sell
15,298
-205
-1% -$2.63K ﹤0.01% 1650
2025
Q4 		$196K Sell
15,503
-8,417
-35% -$106K ﹤0.01% 1599
2025
Q3 		$294K Buy
23,920
+5,614
+31% +$66.8K ﹤0.01% 1373
2025
Q2 		$218K Sell
18,306
-1,432
-7% -$17K ﹤0.01% 1467
2025
Q1 		$244K Sell
19,738
-5,680
-22% -$71.2K ﹤0.01% 1295
2024
Q4 		$312K Sell
25,418
-2,635
-9% -$34K 0.01% 1116
2024
Q3 		$376K Buy
28,053
+1,608
+6% +$20.6K 0.01% 1001
2024
Q2 		$330K Sell
26,445
-2,475
-9% -$29.5K 0.01% 1006
2024
Q1 		$351K Buy
28,920
+1,262
+5% +$15K 0.01% 948
2023
Q4 		$327K Hold
27,658
– – 0.01% 906
2023
Q3 		$285K Hold
27,658
– – 0.01% 883
2023
Q2 		$324K Sell
27,658
-1,406
-5% -$16.3K 0.01% 795
2023
Q1 		$342K Sell
29,064
-3,664
-11% -$44K 0.01% 738
2022
Q4 		$397K Sell
32,728
-12,523
-28% -$147K 0.02% 583
2022
Q3 		$528K Hold
45,251
– – 0.03% 478
2022
Q2 		$593K Hold
45,251
– – 0.03% 456
2022
Q1 		$669K Sell
45,251
-3,055
-6% -$48.1K 0.03% 479
2021
Q4 		$866K Buy
48,306
+17,611
+57% +$307K 0.04% 429
2021
Q3 		$526K Hold
30,695
– – 0.03% 521
2021
Q2 		$548K Buy
30,695
+2,000
+7% +$34.7K 0.03% 486
2021
Q1 		$485K Buy
28,695
+5,100
+22% +$85.1K 0.03% 458
2020
Q4 		$393K Buy
23,595
+875
+4% +$14.1K 0.03% 495
2020
Q3 		$356K Buy
+22,720
New +$356K 0.03% 453

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

Kestra Private Wealth Services's NVG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 9.3% in Q2 2026, selling an estimated $18K and leaving 13,872 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Kestra Private Wealth Services first reported a position in NVG in Q3 2020 and has held it in 24 quarters since. The position peaked at $866K in Q4 2021. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Kestra Private Wealth Services held 13,872 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $178K as of Q2 2026.
  • Kestra Private Wealth Services sold 1,426 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $18K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1706 holding.
  • Kestra Private Wealth 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 Private Wealth Services's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $866K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

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