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Montag & Associates’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Montag & Associates’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
Q1 		– Sell
-1,925
Closed -$24.7K – 933
2025
Q4 		$24.4K Hold
1,925
– – ﹤0.01% 681
2025
Q3 		$23.8K Hold
1,925
– – ﹤0.01% 676
2025
Q2 		$23.1K Hold
1,925
– – ﹤0.01% 667
2025
Q1 		$24K Hold
1,925
– – ﹤0.01% 702
2024
Q4 		$23.6K Sell
1,925
-1,404
-42% -$18.1K ﹤0.01% 696
2024
Q3 		$44.8K Hold
3,329
– – ﹤0.01% 634
2024
Q2 		$41.7K Hold
3,329
– – ﹤0.01% 618
2024
Q1 		$40.6K Hold
3,329
– – ﹤0.01% 623
2023
Q4 		$39.3K Hold
3,329
– – ﹤0.01% 615
2023
Q3 		$34.5K Hold
3,329
– – ﹤0.01% 604
2023
Q2 		$39.1K Hold
3,329
– – ﹤0.01% 605
2023
Q1 		$39.4K Hold
3,329
– – ﹤0.01% 595
2022
Q4 		$40.4K Sell
3,329
-2,002
-38% -$23.5K ﹤0.01% 582
2022
Q3 		$63K Buy
5,331
+29
+0.5% +$395 ﹤0.01% 499
2022
Q2 		$70K Buy
5,302
+27
+0.5% +$366 ﹤0.01% 477
2022
Q1 		$78K Buy
5,275
+16
+0.3% +$252 ﹤0.01% 500
2021
Q4 		$94K Buy
5,259
+33
+0.6% +$576 ﹤0.01% 493
2021
Q3 		$90K Sell
5,226
-629
-11% -$11.2K ﹤0.01% 489
2021
Q2 		$105K Sell
5,855
-1,534
-21% -$26.6K 0.01% 466
2021
Q1 		$125K Buy
7,389
+14
+0.2% +$234 0.01% 445
2020
Q4 		$124K Buy
+7,375
New +$119K 0.01% 434

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
AFG
Artesa Financial Group Conroe, Texas $117M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Montag & Associates's NVG Position: Q1 2026 in Review

Montag & Associates sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2026, closing a stake of 1,925 shares — an estimated $24.7K sold.

Montag & Associates first reported a position in NVG in Q4 2020 and held it in 21 quarters. The position peaked at $125K in Q1 2021. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • Montag & Associates reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 1,925 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $24.7K.
  • Montag & Associates first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and held it in 21 quarters.
  • Montag & Associates's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $125K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.