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

McGlone Suttner 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
2025 Q1	–	Sell	-11,984	Closed	-$147K	–	201
2024 Q4	$147K	Sell	11,984 -3,921	-25%	-$50.5K	0.02%	175
2024 Q3	$213K	Sell	15,905 -23,444	-60%	-$301K	0.04%	162
2024 Q2	$465K	Buy	39,349 +15,397	+64%	+$184K	0.1%	86
2024 Q1	$291K	Sell	23,952 -15,397	-39%	-$183K	0.05%	137
2023 Q4	$465K	Sell	39,349 -8,756	-18%	-$95.1K	0.09%	86
2023 Q3	$496K	Sell	48,105 -9,745	-17%	-$110K	0.11%	74
2023 Q2	$677K	Sell	57,850 -16,741	-22%	-$195K	0.15%	65
2023 Q1	$879K	Sell	74,591 -4,296	-5%	-$51.6K	0.23%	47
2022 Q4	$958K	Buy	+78,887	New	+$926K	0.3%	45

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

McGlone Suttner Wealth Management's NVG Position: Q1 2025 in Review

McGlone Suttner Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2025, closing a stake of 11,984 shares — an estimated $147K sold.

McGlone Suttner Wealth Management first reported a position in NVG in Q4 2022 and held it in 9 quarters. The position peaked at $958K in Q4 2022. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

McGlone Suttner Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
McGlone Suttner Wealth Management sold 11,984 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $147K.
McGlone Suttner Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2022 and held it in 9 quarters.
McGlone Suttner Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $958K in Q4 2022.
256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.