Melone Private Wealth
NVG icon

Melone Private Wealth’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Melone Private Wealth’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 		$1.36M Buy
128,626
+1,887
+1% +$22.9K 0.54% 31
2026
Q2 		$1.62M Buy
126,739
+26,575
+27% +$335K 0.62% 31
2026
Q1 		$1.24M Buy
100,164
+895
+0.9% +$11.5K 0.5% 34
2025
Q4 		$1.26M Buy
99,269
+1,830
+2% +$22.9K 0.53% 33
2025
Q3 		$1.2M Buy
97,439
+2,404
+3% +$28.6K 0.54% 30
2025
Q2 		$1.13M Buy
95,035
+2,131
+2% +$25.2K 0.58% 29
2025
Q1 		$1.15M Buy
92,904
+18,716
+25% +$235K 0.6% 29
2024
Q4 		$910K Buy
74,188
+1,176
+2% +$15.2K 0.47% 32
2024
Q3 		$978K Buy
73,012
+875
+1% +$11.2K 0.52% 30
2024
Q2 		$899K Buy
72,137
+919
+1% +$11K 0.53% 29
2024
Q1 		$865K Buy
71,218
+600
+0.8% +$7.13K 0.52% 31
2023
Q4 		$835K Sell
70,618
-19,497
-22% -$212K 0.53% 30
2023
Q3 		$929K Buy
90,115
+10,108
+13% +$114K 0.66% 28
2023
Q2 		$936K Buy
80,007
+3,804
+5% +$44.2K 0.66% 29
2023
Q1 		$903K Buy
76,203
+27,398
+56% +$329K 0.69% 29
2022
Q4 		$592K Buy
48,805
+7,300
+18% +$85.7K 0.5% 35
2022
Q3 		$491K Buy
41,505
+7,000
+20% +$95.3K 0.43% 41
2022
Q2 		$472K Buy
34,505
+4,277
+14% +$57.9K 0.4% 43
2022
Q1 		$418K Buy
30,228
+3,424
+13% +$53.9K 0.34% 50
2021
Q4 		$481K Buy
+26,804
New +$467K 0.36% 52

Other funds holding NVG

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Artesa Financial Group
Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return
Congress Park Capital
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Left Brain Wealth Management
Left Brain Wealth Management Naperville, Illinois $317M AUM 58.78% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Melone Private Wealth's NVG Position: Q3 2026 in Review

Melone Private Wealth increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 1.5% in Q3 2026, buying an estimated $22.9K and bringing the position to 128,626 shares worth $1.36M. The position accounts for 0.54% of the portfolio, ranked #31.

Melone Private Wealth first reported a position in NVG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.62M in Q2 2026. 94 funds tracked by Wall St. Rank hold NVG as of Q3 2026.

  • Melone Private Wealth held 128,626 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.36M as of Q3 2026.
  • Melone Private Wealth bought 1,887 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2026, an estimated $22.9K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.54% of Melone Private Wealth's portfolio in Q3 2026, its #31 holding.
  • Melone Private Wealth first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.62M in Q2 2026.
  • 94 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.