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

Paragon Wealth Strategies’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
2022
Q2 		– Sell
-10,616
Closed -$157K – 42
2022
Q1 		$157K Buy
+10,616
New +$167K 0.04% 50

Other funds holding NVG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Paragon Wealth Strategies's NVG Position: Q2 2022 in Review

Paragon Wealth Strategies sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2022, closing a stake of 10,616 shares — an estimated $157K sold.

Paragon Wealth Strategies first reported a position in NVG in Q1 2022 and held it in 1 quarter. The position peaked at $157K in Q1 2022. 254 funds tracked by Wall St. Rank hold NVG as of Q2 2022.

  • Paragon Wealth Strategies reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2022 after selling out during the quarter.
  • Paragon Wealth Strategies sold 10,616 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2022, an estimated $157K.
  • Paragon Wealth Strategies first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2022 and held it in 1 quarter.
  • Paragon Wealth Strategies's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $157K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2022.

Based on Paragon Wealth Strategies's 13F filing for Q2 2022, filed 11 Jul 2022.