Morling Financial Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Morling Financial Advisors’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	$146K	Buy	11,411 +213	+2%	+$2.68K	0.04%	91
2026 Q1	$138K	Sell	11,198 -3,185	-22%	-$40.9K	0.04%	80
2025 Q4	$182K	Buy	14,383 +356	+3%	+$4.46K	0.06%	75
2025 Q3	$172K	Buy	14,027 +276	+2%	+$3.28K	0.06%	72
2025 Q2	$164K	Buy	13,751 +265	+2%	+$3.14K	0.05%	74
2025 Q1	$167K	Sell	13,486 -4,958	-27%	-$62.1K	0.06%	82
2024 Q4	$226K	Buy	18,444 +444	+2%	+$5.72K	0.08%	68
2024 Q3	$241K	Buy	+18,000	New	+$231K	0.09%	62

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

Morling Financial Advisors's NVG Position: Q2 2026 in Review

Morling Financial Advisors increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 1.9% in Q2 2026, buying an estimated $2.68K and bringing the position to 11,411 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #91.

Morling Financial Advisors first reported a position in NVG in Q3 2024 and has held it in 8 quarters since. The position peaked at $241K in Q3 2024. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Morling Financial Advisors held 11,411 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $146K as of Q2 2026.
Morling Financial Advisors bought 213 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $2.68K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.04% of Morling Financial Advisors's portfolio in Q2 2026, its #91 holding.
Morling Financial Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2024 and has held it in 8 quarters since.
Morling Financial Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $241K in Q3 2024.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.