Patriot Financial Group Insurance Agency’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Patriot Financial Group Insurance Agency’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	$179K	Sell	13,958 -13,906	-50%	-$175K	0.02%	481
2026 Q1	$344K	Buy	27,864 +13,948	+100%	+$179K	0.02%	533
2025 Q4	$176K	Buy	13,916 +33	+0.2%	+$414	0.02%	484
2025 Q3	$171K	Buy	13,883 +25	+0.2%	+$297	0.02%	472
2025 Q2	$165K	Buy	13,858 +1,024	+8%	+$12.1K	0.02%	506
2025 Q1	$159K	Buy	12,834 +15	+0.1%	+$188	0.02%	467
2024 Q4	$157K	Buy	12,819 +330	+3%	+$4.25K	0.02%	454
2024 Q3	$167K	Buy	+12,489	New	+$160K	0.02%	476
2023 Q3	–	Sell	-11,544	Closed	-$135K	–	484
2023 Q2	$135K	Buy	11,544 +12	+0.1%	+$139	0.03%	446
2023 Q1	$136K	Sell	11,532 -1,739	-13%	-$20.9K	0.03%	432
2022 Q4	$161K	Sell	13,271 -223	-2%	-$2.62K	0.02%	401
2022 Q3	$157K	Buy	13,494 +30	+0.2%	+$409	0.04%	373
2022 Q2	$177K	Sell	13,464 -1,286	-9%	-$17.4K	0.04%	404
2022 Q1	$218K	Sell	14,750 -2,743	-16%	-$43.1K	0.04%	396
2021 Q4	$314K	Buy	17,493 +2,625	+18%	+$45.8K	0.05%	337
2021 Q3	$255K	Sell	14,868 -718	-5%	-$12.8K	0.05%	388
2021 Q2	$278K	Sell	15,586 -316	-2%	-$5.48K	0.05%	354
2021 Q1	$269K	Buy	15,902 +209	+1%	+$3.49K	0.06%	320
2020 Q4	$263K	Buy	15,693 +355	+2%	+$5.71K	0.07%	284
2020 Q3	$240K	Buy	15,338 +32	+0.2%	+$502	0.08%	238
2020 Q2	$234K	Sell	15,306 -2,323	-13%	-$34.1K	0.09%	208
2020 Q1	$259K	Buy	17,629 +100	+0.6%	+$1.61K	0.12%	180
2019 Q4	$292K	Buy	17,529 +17,029	+3,406%	+$280K	0.11%	171
2019 Q3	$8K	Hold	500	–	–	﹤0.01%	847
2019 Q2	$8K	Sell	500 -500	-50%	-$7.77K	﹤0.01%	854
2019 Q1	$15K	Buy	1,000 +500	+100%	+$7.27K	0.01%	621
2018 Q4	$7K	Buy	+500	New	+$6.86K	﹤0.01%	680

Other funds holding NVG

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

LBWM

Left Brain Wealth Management Naperville, Illinois $332M AUM 76.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Gould Capital Tacoma, Washington $179M AUM 23.23% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NVG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 50% in Q2 2026, selling an estimated $175K and leaving 13,958 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #481.

Patriot Financial Group Insurance Agency first reported a position in NVG in Q4 2018 and has held it in 27 quarters since. The position peaked at $344K in Q1 2026. 155 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Patriot Financial Group Insurance Agency held 13,958 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $179K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 13,906 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $175K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #481 holding.
Patriot Financial Group Insurance Agency first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2018 and has held it in 27 quarters since.
Patriot Financial Group Insurance Agency's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $344K in Q1 2026.
155 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.