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Larson Financial Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Larson Financial 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 		$614 Hold
48
– – ﹤0.01% 3439
2026
Q1 		$592 Buy
+48
New +$616 ﹤0.01% 3284
2025
Q1 		– Sell
-600
Closed -$7.36K – 3170
2024
Q4 		$7.36K Sell
600
-9,600
-94% -$124K ﹤0.01% 1577
2024
Q3 		$137K Buy
10,200
+7,100
+229% +$91.1K 0.01% 666
2024
Q2 		$38.6K Buy
+3,100
New +$37K ﹤0.01% 873

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

Larson Financial Group's NVG Position: Q2 2026 in Review

Larson Financial Group held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 48 shares worth $614. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Larson Financial Group first reported a position in NVG in Q2 2024 and has held it in 5 quarters since. The position peaked at $137K in Q3 2024. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Larson Financial Group held 48 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $614 as of Q2 2026.
  • Larson Financial Group left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3439 holding.
  • Larson Financial Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2024 and has held it in 5 quarters since.
  • Larson Financial Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $137K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.