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 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

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

Melone Private Wealth's NVG Position: Q2 2026 in Review

Melone Private Wealth increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 27% in Q2 2026, buying an estimated $335K and bringing the position to 126,739 shares worth $1.62M. The position accounts for 0.62% of the portfolio, ranked #31.

Melone Private Wealth first reported a position in NVG in Q4 2021 and has held it in 19 quarters since. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Melone Private Wealth held 126,739 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.62M as of Q2 2026.
Melone Private Wealth bought 26,575 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $335K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.62% of Melone Private Wealth's portfolio in Q2 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 19 quarters since.
261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.