MAI Capital Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

MAI Capital 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
2026 Q2	$394K	Buy	30,631 +29,430	+2,450%	+$371K	﹤0.01%	1435
2026 Q1	$14.8K	Buy	1,201 +6	+0.5%	+$77	﹤0.01%	2950
2025 Q4	$15.1K	Buy	1,195 +756	+172%	+$9.48K	﹤0.01%	2661
2025 Q3	$5.4K	Sell	439 -1,598	-78%	-$19K	﹤0.01%	2990
2025 Q2	$24.3K	Buy	2,037 +8	+0.4%	+$95	﹤0.01%	2253
2025 Q1	$25.1K	Buy	2,029 +5	+0.2%	+$63	﹤0.01%	2085
2024 Q4	$24.8K	Buy	+2,024	New	+$26.1K	﹤0.01%	2119

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

MAI Capital Management's NVG Position: Q2 2026 in Review

MAI Capital Management increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 2,450% in Q2 2026, buying an estimated $371K and bringing the position to 30,631 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

MAI Capital Management first reported a position in NVG in Q4 2024 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

MAI Capital Management held 30,631 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $394K as of Q2 2026.
MAI Capital Management bought 29,430 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $371K.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1435 holding.
MAI Capital Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and has held it in 7 quarters since.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.