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LRI Investments’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

LRI Investments’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 		$20.5K Hold
1,604
– – ﹤0.01% 755
2026
Q1 		$19.8K Hold
1,604
– – ﹤0.01% 696
2025
Q4 		$20.3K Hold
1,604
– – ﹤0.01% 692
2025
Q3 		$19.7K Hold
1,604
– – ﹤0.01% 723
2025
Q2 		$19.1K Hold
1,604
– – ﹤0.01% 715
2025
Q1 		$19.9K Buy
+1,604
New +$20.1K ﹤0.01% 676

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

LRI Investments's NVG Position: Q2 2026 in Review

LRI Investments held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 1,604 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

LRI Investments first reported a position in NVG in Q1 2025 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • LRI Investments held 1,604 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $20.5K as of Q2 2026.
  • LRI Investments 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 LRI Investments's portfolio in Q2 2026, its #755 holding.
  • LRI Investments first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2025 and has held it in 6 quarters since.
  • 261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.