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Pinnacle Wealth Planning Services’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.1K Hold
1,027
– – ﹤0.01% 1964
2026
Q1 		$12.7K Hold
1,027
– – ﹤0.01% 1911
2025
Q4 		$13K Buy
+1,027
New +$12.9K ﹤0.01% 1908
2021
Q1 		– Sell
-1,208
Closed -$20K – 1415
2020
Q4 		$20K Buy
+1,208
New +$19.4K ﹤0.01% 1157

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Pinnacle Wealth Planning Services's NVG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 1,027 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Pinnacle Wealth Planning Services first reported a position in NVG in Q4 2020 and has held it in 4 quarters since. The position peaked at $20K in Q4 2020. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,027 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $13.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1964 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $20K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.