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Perennial Investment Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Perennial Investment 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 		$293K Sell
23,789
-2,975
-11% -$38.2K 0.02% 398
2025
Q4 		$339K Buy
26,764
+3,051
+13% +$38.2K 0.03% 349
2025
Q3 		$291K Buy
+23,713
New +$282K 0.02% 373

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Perennial Investment Advisors's NVG Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 11% in Q1 2026, selling an estimated $38.2K and leaving 23,789 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #398.

Perennial Investment Advisors first reported a position in NVG in Q3 2025 and has held it in 3 quarters since. The position peaked at $339K in Q4 2025. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • Perennial Investment Advisors held 23,789 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $293K as of Q1 2026.
  • Perennial Investment Advisors sold 2,975 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $38.2K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #398 holding.
  • Perennial Investment Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Perennial Investment Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $339K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.