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 Q3	$108K	Sell	10,226 -3,125	-23%	-$37.9K	﹤0.01%	940
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

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

Mather Group's NVG Position: Q3 2026 in Review

Mather Group reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 23% in Q3 2026, selling an estimated $37.9K and leaving 10,226 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Mather Group first reported a position in NVG in Q1 2024 and has held it in 9 quarters since. The position peaked at $195K in Q1 2026. 61 funds tracked by Wall St. Rank hold NVG as of Q3 2026.

Mather Group held 10,226 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $108K as of Q3 2026.
Mather Group sold 3,125 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2026, an estimated $37.9K.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #940 holding.
Mather Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2024 and has held it in 9 quarters since.
Mather Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $195K in Q1 2026.
61 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.