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

NewEdge 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
2025
Q2 		– Sell
-20,000
Closed -$248K – 1012
2025
Q1 		$248K Buy
+20,000
New +$251K ﹤0.01% 816

Other funds holding NVG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

NewEdge Wealth's NVG Position: Q2 2025 in Review

NewEdge Wealth sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2025, closing a stake of 20,000 shares — an estimated $248K sold.

NewEdge Wealth first reported a position in NVG in Q1 2025 and held it in 1 quarter. The position peaked at $248K in Q1 2025. 257 funds tracked by Wall St. Rank hold NVG as of Q2 2025.

  • NewEdge Wealth reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2025 after selling out during the quarter.
  • NewEdge Wealth sold 20,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2025, an estimated $248K.
  • NewEdge Wealth first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2025 and held it in 1 quarter.
  • NewEdge Wealth's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $248K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.