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

Kingswood Wealth 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
2025
Q1 		– Sell
-33,615
Closed -$412K – 799
2024
Q4 		$412K Buy
33,615
+8,000
+31% +$103K 0.03% 503
2024
Q3 		$343K Sell
25,615
-8,000
-24% -$103K 0.02% 543
2024
Q2 		$419K Buy
33,615
+908
+3% +$10.8K 0.04% 432
2024
Q1 		$397K Buy
32,707
+9,352
+40% +$111K 0.05% 403
2023
Q4 		$276K Buy
+23,355
New +$254K 0.03% 503

Other funds holding NVG

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Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kingswood Wealth Advisors's NVG Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2025, closing a stake of 33,615 shares — an estimated $412K sold.

Kingswood Wealth Advisors first reported a position in NVG in Q4 2023 and held it in 5 quarters. The position peaked at $419K in Q2 2024. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 33,615 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $412K.
  • Kingswood Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $419K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.