Loveless Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Loveless Wealth Management’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
2022 Q2	$209K	Sell	15,970 -800	-5%	-$10.8K	0.14%	121
2022 Q1	$248K	Hold	16,770	–	–	0.14%	121
2021 Q4	$301K	Sell	16,770 -481	-3%	-$8.39K	0.17%	118
2021 Q3	$296K	Sell	17,251 -962	-5%	-$17.1K	0.18%	114
2021 Q2	$325K	Hold	18,213	–	–	0.2%	109
2021 Q1	$308K	Hold	18,213	–	–	0.2%	104
2020 Q4	$306K	Hold	18,213	–	–	0.23%	101
2020 Q3	$285K	Hold	18,213	–	–	0.24%	94
2020 Q2	$278K	Buy	+18,213	New	+$267K	0.26%	89
2020 Q1	–	Sell	-19,221	Closed	-$322K	–	109
2019 Q4	$322K	Buy	+19,221	New	+$316K	0.28%	89

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Loveless Wealth Management's NVG Position: Q2 2022 in Review

Loveless Wealth Management reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 4.8% in Q2 2022, selling an estimated $10.8K and leaving 15,970 shares worth $209K. The position accounts for 0.14% of the portfolio, ranked #121.

Loveless Wealth Management first reported a position in NVG in Q4 2019 and has held it in 10 quarters since. The position peaked at $325K in Q2 2021. 254 funds tracked by Wall St. Rank hold NVG as of Q2 2022.

Loveless Wealth Management held 15,970 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $209K as of Q2 2022.
Loveless Wealth Management sold 800 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2022, an estimated $10.8K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.14% of Loveless Wealth Management's portfolio in Q2 2022, its #121 holding.
Loveless Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and has held it in 10 quarters since.
Loveless Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $325K in Q2 2021.
254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.