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 Q2	$10.2K	Hold	799	–	–	﹤0.01%	323
2026 Q1	$9.85K	Hold	799	–	–	﹤0.01%	322
2025 Q4	$10.1K	Hold	799	–	–	﹤0.01%	313
2025 Q3	$9.82K	Hold	799	–	–	﹤0.01%	331
2025 Q2	$9.53K	Hold	799	–	–	﹤0.01%	329
2025 Q1	$9.89K	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	$9.96K	Hold	799	–	–	﹤0.01%	335
2024 Q1	$9.71K	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

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

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

Mascoma Wealth Management held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 799 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Mascoma Wealth Management first reported a position in NVG in Q2 2017 and has held it in 30 quarters since. The position peaked at $111K in Q4 2021. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Mascoma Wealth Management held 799 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $10.2K as of Q2 2026.
Mascoma Wealth Management 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 Mascoma Wealth Management's portfolio in Q2 2026, its #323 holding.
Mascoma Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2017 and has held it in 30 quarters since.
Mascoma Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $111K in Q4 2021.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.