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

Melfa 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 		$2.33M Sell
182,401
-47
-0% -$592 1.26% 21
2026
Q1 		$2.25M Buy
182,448
+171
+0.1% +$2.2K 1.29% 19
2025
Q4 		$2.31M Sell
182,277
-865
-0.5% -$10.8K 1.33% 16
2025
Q3 		$2.25M Buy
183,142
+60
+0% +$714 1.32% 18
2025
Q2 		$2.18M Buy
183,082
+207
+0.1% +$2.45K 1.38% 16
2025
Q1 		$2.26M Buy
182,875
+302
+0.2% +$3.79K 1.53% 16
2024
Q4 		$2.24M Hold
182,573
– – 1.5% 14
2024
Q3 		$2.44M Buy
182,573
+7,000
+4% +$89.8K 1.61% 12
2024
Q2 		$2.19M Buy
175,573
+47
+0% +$561 1.53% 14
2024
Q1 		$2.13M Sell
175,526
-9,916
-5% -$118K 1.54% 15
2023
Q4 		$2.07M Buy
185,442
+2
+0% +$22 1.95% 12
2023
Q3 		$1.91M Sell
185,440
-2,294
-1% -$25.9K 2.08% 12
2023
Q2 		$2.2M Buy
187,734
+104
+0.1% +$1.21K 2.23% 10
2023
Q1 		$2.21M Sell
187,630
-314
-0.2% -$3.77K 2.21% 10
2022
Q4 		$2.28M Buy
+187,944
New +$2.21M 2.38% 10

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

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

Melfa Wealth Management reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 0.03% in Q2 2026, selling an estimated $592 and leaving 182,401 shares worth $2.33M. The position accounts for 1.26% of the portfolio, ranked #21.

Melfa Wealth Management first reported a position in NVG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q3 2024. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Melfa Wealth Management held 182,401 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $2.33M as of Q2 2026.
  • Melfa Wealth Management sold 47 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $592.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 1.26% of Melfa Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Melfa Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $2.44M in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

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