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

Maridea 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
2026
Q2 		$171K Buy
13,323
+1,963
+17% +$24.7K 0.02% 539
2026
Q1 		$140K Sell
11,360
-1
-0% -$13 0.02% 449
2025
Q4 		$144K Hold
11,361
– – 0.02% 398
2025
Q3 		$141K Buy
+11,361
New +$135K 0.02% 414

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

Maridea Wealth Management's NVG Position: Q2 2026 in Review

Maridea Wealth Management increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 17% in Q2 2026, buying an estimated $24.7K and bringing the position to 13,323 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #539.

Maridea Wealth Management first reported a position in NVG in Q3 2025 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Maridea Wealth Management held 13,323 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $171K as of Q2 2026.
  • Maridea Wealth Management bought 1,963 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $24.7K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Maridea Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.