Mather Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Mather Group’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	Sell	13,351 -2,431	-15%	-$30.6K	﹤0.01%	807
2026 Q1	$195K	Buy	+15,782	New	+$203K	﹤0.01%	742
2025 Q4	–	Sell	-485	Closed	-$5.96K	–	1313
2025 Q3	$5.96K	Buy	+485	New	+$5.77K	﹤0.01%	1357
2025 Q2	–	Sell	-485	Closed	-$6K	–	1348
2025 Q1	$6K	Hold	485	–	–	﹤0.01%	1367
2024 Q4	$5.95K	Hold	485	–	–	﹤0.01%	1351
2024 Q3	$6.49K	Hold	485	–	–	﹤0.01%	1249
2024 Q2	$5.89K	Hold	485	–	–	﹤0.01%	1582
2024 Q1	$5.73K	Buy	+485	New	+$5.76K	﹤0.01%	1331

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

Mather Group's NVG Position: Q2 2026 in Review

Mather Group reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 15% in Q2 2026, selling an estimated $30.6K and leaving 13,351 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Mather Group first reported a position in NVG in Q1 2024 and has held it in 8 quarters since. The position peaked at $195K in Q1 2026. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Mather Group held 13,351 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $171K as of Q2 2026.
Mather Group sold 2,431 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $30.6K.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #807 holding.
Mather Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2024 and has held it in 8 quarters since.
Mather Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $195K in Q1 2026.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.