Plan Group Financial
NVG icon

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

Plan Group Financial’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
Q3 		– Sell
-22,232
Closed -$285K – 252
2026
Q2 		$285K Hold
22,232
– – 0.06% 182
2026
Q1 		$274K Hold
22,232
– – 0.06% 180
2025
Q4 		$281K Hold
22,232
– – 0.07% 160
2025
Q3 		$273K Buy
22,232
+4,388
+25% +$52.2K 0.07% 150
2025
Q2 		$213K Buy
+17,844
New +$211K 0.07% 149

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Plan Group Financial's NVG Position: Q3 2026 in Review

Plan Group Financial sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2026, closing a stake of 22,232 shares — an estimated $285K sold.

Plan Group Financial first reported a position in NVG in Q2 2025 and held it in 5 quarters. The position peaked at $285K in Q2 2026. 126 funds tracked by Wall St. Rank hold NVG as of Q3 2026.

  • Plan Group Financial reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2026 after selling out during the quarter.
  • Plan Group Financial sold 22,232 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2026, an estimated $285K.
  • Plan Group Financial first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2025 and held it in 5 quarters.
  • Plan Group Financial's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $285K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.