Personal CFO Solutions’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Personal CFO Solutions’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	-16,500	Closed	-$244K	–	479
2022 Q1	$244K	Buy	16,500 +993	+6%	+$15.6K	0.05%	391
2021 Q4	$278K	Sell	15,507 -1,281	-8%	-$22.3K	0.05%	347
2021 Q3	$288K	Buy	16,788 +2,312	+16%	+$41.1K	0.06%	300
2021 Q2	$259K	Buy	+14,476	New	+$251K	0.05%	333
2021 Q1	–	Sell	-19,552	Closed	-$328K	–	434
2020 Q4	$328K	Buy	19,552 +2,432	+14%	+$39.2K	0.08%	224
2020 Q3	$0	Buy	17,120 +96	+0.6%	+$1.5K	﹤0.01%	270
2020 Q2	$260K	Buy	+17,024	New	+$250K	0.08%	234

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Personal CFO Solutions's NVG Position: Q2 2022 in Review

Personal CFO Solutions sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2022, closing a stake of 16,500 shares — an estimated $244K sold.

Personal CFO Solutions first reported a position in NVG in Q2 2020 and held it in 7 quarters. The position peaked at $328K in Q4 2020. 254 funds tracked by Wall St. Rank hold NVG as of Q2 2022.

Personal CFO Solutions reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2022 after selling out during the quarter.
Personal CFO Solutions sold 16,500 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2022, an estimated $244K.
Personal CFO Solutions first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2020 and held it in 7 quarters.
Personal CFO Solutions's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $328K in Q4 2020.
254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.