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

Mascoma 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 Q3	–	Sell	-799	Closed	-$10.2K	–	630
2026 Q2	$10.2K	Hold	799	–	–	﹤0.01%	323
2026 Q1	$9.9K	Hold	799	–	–	﹤0.01%	322
2025 Q4	$10.1K	Hold	799	–	–	﹤0.01%	313
2025 Q3	$9.8K	Hold	799	–	–	﹤0.01%	331
2025 Q2	$9.5K	Hold	799	–	–	﹤0.01%	329
2025 Q1	$9.9K	Hold	799	–	–	﹤0.01%	330
2024 Q4	$9.8K	Hold	799	–	–	﹤0.01%	352
2024 Q3	$10.7K	Hold	799	–	–	﹤0.01%	321
2024 Q2	$10K	Hold	799	–	–	﹤0.01%	335
2024 Q1	$9.7K	Sell	799 -5,000	-86%	-$59.4K	﹤0.01%	316
2023 Q4	$68.5K	Hold	5,799	–	–	0.02%	158
2023 Q3	$59.8K	Hold	5,799	–	–	0.02%	169
2023 Q2	$66.3K	Sell	5,799 -1,170	-17%	-$13.6K	0.02%	166
2023 Q1	$82.2K	Hold	6,969	–	–	0.02%	185
2022 Q4	$84.6K	Hold	6,969	–	–	0.03%	181
2022 Q3	$81K	Hold	6,969	–	–	0.03%	184
2022 Q2	$91K	Buy	6,969 +799	+13%	+$10.8K	0.03%	178
2022 Q1	$91K	Hold	6,170	–	–	0.03%	195
2021 Q4	$111K	Hold	6,170	–	–	0.04%	156
2021 Q3	$106K	Buy	+6,170	New	+$110K	0.04%	148
2021 Q2	–	Sell	-6,170	Closed	-$104K	–	336
2021 Q1	$104K	Buy	+6,170	New	+$103K	0.04%	149
2019 Q3	–	Sell	-6,170	Closed	-$98K	–	255
2019 Q2	$98K	Hold	6,170	–	–	0.06%	117
2019 Q1	$93K	Hold	6,170	–	–	0.06%	111
2018 Q4	$86K	Hold	6,170	–	–	0.07%	111
2018 Q3	$90K	Hold	6,170	–	–	0.06%	130
2018 Q2	$90K	Buy	6,170 +1,170	+23%	+$17.2K	0.06%	117
2018 Q1	$73K	Hold	5,000	–	–	0.05%	125
2017 Q4	$72K	Buy	5,000 +3,200	+178%	+$49.3K	0.04%	127
2017 Q3	$28K	Hold	1,800	–	–	0.02%	196
2017 Q2	$27K	Buy	+1,800	New	+$26.9K	0.02%	205

Other funds holding NVG

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Mascoma Wealth Management's NVG Position: Q3 2026 in Review

Mascoma Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2026, closing a stake of 799 shares — an estimated $10.2K sold.

Mascoma Wealth Management first reported a position in NVG in Q2 2017 and held it in 30 quarters. The position peaked at $111K in Q4 2021. 63 funds tracked by Wall St. Rank hold NVG as of Q3 2026.

Mascoma Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2026 after selling out during the quarter.
Mascoma Wealth Management sold 799 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2026, an estimated $10.2K.
Mascoma Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2017 and held it in 30 quarters.
Mascoma Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $111K in Q4 2021.
63 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.