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

Outlook Wealth 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
Q1 		– Sell
-10,173
Closed -$129K – 323
2025
Q4 		$129K Hold
10,173
– – 0.03% 295
2025
Q3 		$125K Hold
10,173
– – 0.03% 289
2025
Q2 		$121K Buy
+10,173
New +$121K 0.03% 268

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

Outlook Wealth Advisors's NVG Position: Q1 2026 in Review

Outlook Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2026, closing a stake of 10,173 shares — an estimated $129K sold.

Outlook Wealth Advisors first reported a position in NVG in Q2 2025 and held it in 3 quarters. The position peaked at $129K in Q4 2025. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • Outlook Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 10,173 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $129K.
  • Outlook Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2025 and held it in 3 quarters.
  • Outlook Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $129K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.