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Napa Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Napa Wealth Management’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
2025
Q3 		$200K Sell
16,297
-267
-2% -$3.18K 0.09% 146
2025
Q2 		$198K Sell
16,564
-50,176
-75% -$594K 0.09% 130
2025
Q1 		$826K Sell
66,740
-6,931
-9% -$86.9K 0.47% 51
2024
Q4 		$903K Sell
73,671
-12,191
-14% -$157K 0.39% 75
2024
Q3 		$1.15M Buy
85,862
+30,472
+55% +$391K 0.54% 47
2024
Q2 		$690K Buy
+55,390
New +$661K 0.47% 44

Other funds holding NVG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Napa Wealth Management's NVG Position: Q3 2025 in Review

Napa Wealth Management reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 1.6% in Q3 2025, selling an estimated $3.18K and leaving 16,297 shares worth $200K. The position accounts for 0.09% of the portfolio, ranked #146.

Napa Wealth Management first reported a position in NVG in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q3 2024. 250 funds tracked by Wall St. Rank hold NVG as of Q3 2025.

  • Napa Wealth Management held 16,297 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $200K as of Q3 2025.
  • Napa Wealth Management sold 267 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2025, an estimated $3.18K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.09% of Napa Wealth Management's portfolio in Q3 2025, its #146 holding.
  • Napa Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2024 and has held it in 6 quarters since.
  • Napa Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.15M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.