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

Lido 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 Q2	$1.45M	Sell	112,523 -102	-0.1%	-$1.28K	﹤0.01%	924
2026 Q1	$1.4M	Hold	112,625	–	–	﹤0.01%	826
2025 Q4	$1.4M	Hold	112,625	–	–	﹤0.01%	851
2025 Q3	$1.39M	Buy	112,625 +3,000	+3%	+$35.7K	﹤0.01%	808
2025 Q2	$1.32M	Buy	109,625 +7,003	+7%	+$83K	0.01%	734
2025 Q1	$1.28M	Buy	102,622 +4,000	+4%	+$50.1K	0.01%	672
2024 Q4	$1.21M	Sell	98,622 -22,429	-19%	-$289K	0.01%	690
2024 Q3	$1.62M	Sell	121,051 -2,418	-2%	-$31K	0.01%	532
2024 Q2	$1.55M	Sell	123,469 -57,882	-32%	-$691K	0.01%	521
2024 Q1	$2.21M	Sell	181,351 -4,209	-2%	-$50K	0.01%	411
2023 Q4	$2.19M	Buy	185,560 +160,153	+630%	+$1.74M	0.01%	398
2023 Q3	$262K	Hold	25,407	–	–	﹤0.01%	976
2023 Q2	$297K	Hold	25,407	–	–	﹤0.01%	937
2023 Q1	$299K	Hold	25,407	–	–	﹤0.01%	870
2022 Q4	$308K	Sell	25,407 -12,715	-33%	-$149K	﹤0.01%	785
2022 Q3	$444K	Sell	38,122 -5,160	-12%	-$70.3K	0.01%	583
2022 Q2	$567K	Sell	43,282 -16,932	-28%	-$229K	0.01%	500
2022 Q1	$890K	Sell	60,214 -1,808	-3%	-$28.4K	0.01%	423
2021 Q4	$1.11M	Hold	62,022	–	–	0.01%	400
2021 Q3	$1.06M	Buy	62,022 +3,388	+6%	+$60.3K	0.01%	391
2021 Q2	$1.05M	Hold	58,634	–	–	0.01%	375
2021 Q1	$995K	Buy	58,634 +978	+2%	+$16.3K	0.02%	338
2020 Q4	$967K	Buy	57,656 +7,702	+15%	+$124K	0.02%	316
2020 Q3	$786K	Hold	49,954	–	–	0.02%	306
2020 Q2	$767K	Hold	49,954	–	–	0.02%	280
2020 Q1	$737K	Buy	49,954 +2,128	+4%	+$34.3K	0.03%	270
2019 Q4	$797K	Buy	47,826 +33,099	+225%	+$545K	0.03%	297
2019 Q3	$247K	Hold	14,727	–	–	0.01%	491
2019 Q2	$234K	Hold	14,727	–	–	0.01%	473
2019 Q1	$223K	Sell	14,727 -392	-3%	-$5.7K	0.01%	468
2018 Q4	$211K	Sell	15,119 -91	-0.6%	-$1.25K	0.02%	387
2018 Q3	$222K	Hold	15,210	–	–	0.02%	403
2018 Q2	$221K	Hold	15,210	–	–	0.03%	380
2018 Q1	$220K	Sell	15,210 -1,009	-6%	-$14.9K	0.03%	339
2017 Q4	$250K	Buy	16,219 +1,009	+7%	+$15.5K	0.04%	257
2017 Q3	$230K	Hold	15,210	–	–	0.04%	243
2017 Q2	$230K	Sell	15,210 -351	-2%	-$5.25K	0.05%	222
2017 Q1	$230K	Buy	15,561 +17	+0.1%	+$246	0.06%	199
2016 Q4	$225K	Buy	15,544 +817	+6%	+$12K	0.06%	177
2016 Q3	$237K	Buy	+14,727	New	+$239K	0.07%	120

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

Lido Advisors's NVG Position: Q2 2026 in Review

Lido Advisors reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 0.09% in Q2 2026, selling an estimated $1.28K and leaving 112,523 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Lido Advisors first reported a position in NVG in Q3 2016 and has held it in 40 quarters since. The position peaked at $2.21M in Q1 2024. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Lido Advisors held 112,523 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.45M as of Q2 2026.
Lido Advisors sold 102 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $1.28K.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #924 holding.
Lido Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2016 and has held it in 40 quarters since.
Lido Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $2.21M in Q1 2024.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.