Midwest Trust’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Midwest Trust’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	–	Sell	-14,181	Closed	-$175K	–	623
2026 Q1	$175K	Buy	+14,181	New	+$182K	﹤0.01%	586
2025 Q3	–	Sell	-16,365	Closed	-$195K	–	600
2025 Q2	$195K	Buy	+16,365	New	+$194K	﹤0.01%	578

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

Midwest Trust's NVG Position: Q2 2026 in Review

Midwest Trust sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026, closing a stake of 14,181 shares — an estimated $175K sold.

Midwest Trust first reported a position in NVG in Q2 2025 and held it in 2 quarters. The position peaked at $195K in Q2 2025. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Midwest Trust reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
Midwest Trust sold 14,181 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $175K.
Midwest Trust first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2025 and held it in 2 quarters.
Midwest Trust's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $195K in Q2 2025.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.